Opportunity Product view in main GUI

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How do I add the 'Opportunity Product' views to the main Sales Manager GUI - ideally listed under Opportunities?

Currently I have a Opportunity Product Dashboard - the view can be accessed from the Dashboard but that is too many clicks.

Any suggestions please.

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ScottDurow 21 on at

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Hi Andrew,

Do you think you could provide a screen shot of what you want to achieve?

Scott

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Community Member on at

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Here's an explanation

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Community Member on at

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Go down to Products-> and Select Opprtunity Product View and make(or create) it as default view, whenever you will open the Product you will see View with Opportunity Products.

Thanks

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Community Member on at

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Hi

I thought that answer was it but unfortunately I can only create and have views in products that are related to the 'Product' entity

I need the 'Opportunity Product' Entity to show under sales that's where all my views are. I can only currently get it to show in a dashboard.

I want an easy way for people to see a pipeline of the products we are selling without needing to visit a Dashboard

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Aileen Gusni 44,524 on at

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Hi Andrew, is it what do you mean?

If yes, then you can achieve it using sitemap editor and I can give you detail how do to it if it is what do you want.

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Community Member on at

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Hello;

I'd love to be able to do that: any help would be great.

Andrew

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Verified answer

Aileen Gusni 44,524 on at

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Hi Andrew,

This is special posted to help you.

Maybe this link can help you.

aileengusni.blogspot.com/.../crm-20112013-display-or-show-disabled.html

Please kindly to refer this, and if you got any problem, just tell me and help to verify the answer if ok.

Thanks.

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D.shah 10 on at

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A nice tutorial for me as newbie. Thanks.

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Community Member on at

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Thank you for the blog and software links. I am certain this would have worked

I tried adding our CRM to the software and when I tried getting the Orgs it came back with an error about a potentially dangerous request path value.

I've no clue about who to go to get this fixed

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Aileen Gusni 44,524 on at

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Hi Andrew,

Thank you.

Anyway ,

"I tried adding our CRM to the software and when I tried getting the Orgs it came back with an error about a potentially dangerous request path value".

What is your problem actually? Can you explain it deeper?

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