Hi Team,
I granted the permission set to access the inspect pipeline, but he is unable to switch to My Pipeline or Important Opportunities views. How can I resolve this?.
#Support #Opportunity Pipeline #Opportunities Pipeline #Pipeline Inspector
@Eric Burté Yes I have assigned the permission set, and the reps can access custom views in pipeline inspection section.
I've generated a report to ensure the Active Contacts with renewable products always have a new Renewal Opportunity created for the next annual period. However, I've run into cases where we booked a Renewal Opportunity and an Order was created, but new Contract was NOT created for the renewal period. Is there a report I can generate to find all Closed Won Renewal Opportunity that did not result in an Contract being created?
#Opportunity Renewal Management #Contracts Object #Opportunities Pipeline #Active Subscriptions #Order Management
How are you tracking "Contracts"? Is that a standard or Custom Object record that is connected to the Opportunity record via a Lookup(Opportunity) field or something like that?
One of my team members needs to have a dynamic pipeline report for YTD closed won opportunities....how can we do this so he is continually seeing the most current data in the pipeline dashboard?
Hi Amit,
i m stack in Lightning Experience Rollout Specialist #7
Challenge Not yet complete... here's what's wrong:
The Account record page must include the required chart with the correct label. Confirm the Opportunities Pipeline report's unique name includes the word "pipeline".
-Thanks in advance
