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Opportunities on Site Map in UI

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Posted on by JPKSMLA

When I am in the Customer Service Hub experiencing the "test environment" for UI, I cannot add a new opportunity without it being a lead first. It appears from the YouTube videos that I've watched that there should be a "sales" option on the site map bar, however I cannot figure out how to add that.

Thanks, JP

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Henry J. 5,237 on at

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Hi,

What do you mean you cannot add a new opportunity without being a lead first?

Are you able to edit the Customer Service Hub app to add the Opportunity entity in your site map?
That's how you can customize the navigation for this app.
You can do so by following these steps: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-site-map-app

Henry

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Paul_Owen 2,027 on at

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The Customer Service Hub is for Customer Service not Sales so you won't find Opportunities on the site map. You can either add to the CS Hub if you wish as suggested by Henry or you can install the Sales App.

Regards

Paul

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JPKSMLA 5 on at

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I figured this out... thanks all!

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Paul_Owen 2,027 on at

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Great, can you mark our replies as verified then if they resolved your issue.

Regards

Paul

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