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Hello,
I need to create a view that shows Opportunities that are lost and the competitor information. How can I achieve this?
Thank you.
Hi USA80,
You could create a view on Opportunity Close table to do this. Please see the details:
Step 1: Create an new view in the Opportunity Close table.
Step 2: In order to display the results more clearly, I added three fields of Opportunity, Competitor and Status(Opportunity) to the new view. And then click Edit filters.
Step 3: Click Add related table and edit filters.
Result:
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