Looking for ways to monitor the stage of an opportunity to make sure as it moves through the pipeline the negotiated fee is being updated. Hoping to have a "hygiene" view to make sure the opportunity owners are updating regularly.

Question

Looking for ways to monitor the stage of an opportunity to make sure as it moves through the pipeline the negotiated fee is being updated.  Hoping to have a "hygiene" view to make sure the opportunity owners are updating regularly.

Rabin B · Answer

Hi Sue,

You can have a field history tracking set up on the Opportunity stage and negotiated fee.

And also you can run a report on Opportunity Field History where you can check what was the old value , the new value and the changed amount in detail.

Let me know if it helps

Regards,

Rabin

Looking for ways to monitor the stage of an opportunity to make sure as it moves through the pipeline the negotiated fee is being updated. Hoping to have a "hygiene" view to make sure the opportunity owners are updating regularly.

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