Op Pwner Name
Acct name
City
State
Last Closed Opp Amount
Open opp AMount
Open opp Type
Expected CLose Date
Status Update (custom field)
Description
3 risposte
Hi Richard,
Seems to me as if you may need a look up field on the Opportunity to the Opportunity object - i.e. a lookup to itself.
By doing this, you should be able to add the lookup field to your Opportunity page layout - so that when you create a new Opportunity, you can populate this field with the previously closed Opportunity name.You should then be able to create a formula field (hidden if needs be) to pull through the amount from the Previous closed Opportunity.
Once done, you should be able to then see the amount of the previously closed Opportunity field as a field for selecting in your report.
I've just tested this in my instance of Salesforce and it appears to work.
Thanks
