I want to report on the Opportunity where we can identify that for the very first time the Opportunity stage reached to 30% or above.
I am not sure if this is possible via Report so thought of creating the checkbox and custom date field on the Opportunity which gets populated
Please let me know how I can achive via Report, if possible. If not, then how I can build the workflow/process for the checkbox and date fields.
Thanks!
5 Antworten
Hi Manoj and Eric,
I can definitely use these reports but the problem is that User can change the Stage back and forth and that will give the multiple results for the Stage change.
So, is there any way that I can achieve it via custome checkbox and custom date field which sets to TRUE whenever Opportunity reaches 30% or above for the very first time.
Thanks!
