Is there any way by which we can filter the opportunity by :
1 Filtering opportunity by product
2 Filtering opportunity by Account
3 Filtering opportunity by industry
*This post is locked for comments
Is there any way by which we can filter the opportunity by :
1 Filtering opportunity by product
2 Filtering opportunity by Account
3 Filtering opportunity by industry
*This post is locked for comments
1. Filtering opportunity by Product: You can do it the other way round. Filter opportunity Lines by Existing Product & Opportunity. Edit columns of the view to get desired results. Screenshot below:
2. Filtering Opportunity by Account: Screenshot below:
3. Filtering opportunity by Industry: You have to do it by applying a filter on respective account Industry- Screenshot below:
Can you elaborate your requirement.
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