Advanced Find

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Posted on by Vighnesh

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Hi all,

I am trying to create a view for all qualified leads at the same time want to view the status of their respective opportunities in an advanced find view.

Is this doable?

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Vighnesh 1,942 on at

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RE: Advanced Find

Thanks for your responses.
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Alagunellaikumar 6,210 on at

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RE: Advanced Find

Hi

In the view click ADD columns and in the related record type drop down select qualifying opportunities
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Aiden Kaskela 19,692 on at

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RE: Advanced Find

Hi,

You can get that data. From the lead, there's a field Qualifying Opportunity. If you want the details from that Qualifying Opportunity, do an

Advanced Find on Lead

-> The lead is qualified and any other criteria you want to apply

-> Qualifying Opportunity contains data

Then, go to Edit Columns, Add Columns, change the Record Type to Qualifying Opportunity (Opportunity) and include whatever fields you want.

Hope this helps! I'd appreciate if you'd mark this as Answering your question.

Thanks,

Aiden