Hi,
When closing an Opportunity, the related Account record shows an Opportunity Close activity in the social pane:
The problem is that they don't clearly state if the Opportunity was closed as Won or Lost. Is there a way to customize this?
Thanks.
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That's a really cool idea, Ravi - thanks!
Hi,
you cannot control what's displayed there directly, but you can add something to the opportunity title to show if it was lost/won/etc:
Not sure if you can just do it for the already closed opportunities (try excel export/import, though), but you can create a plugin for to automatically add that kind of "suffix" to the opportunities that will be closed in the future.
Hi Rich,
As of now it is not possible to customize this however you can create a real time workflow which prefix the status in the opportunity name thus it can be seen in social pane as required.
Hope this helps.
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