Create a Custom List View
Lance Park, one of Ursa Major Solar’s sales reps, wants to see a list of opportunities that are in the late stages of negotiation or have high probability to close, or both. Step into Lance’s shoes and make that happen.
- Use the App Launcher to open the Sales app
- Create an Opportunity list view:
- List Name: High Probability Opportunities
- List API Name: High_Probability_Opportunities
- Who sees this list view: All users can see this list view
- Show only opportunities whose stage is Proposal/Price Quote or Negotiation/Review and whose probability is greater than or equal to 50%
#Trailhead Challenges
1 risposta
To fix this, open your sales app, click on the opportunities tab, select your custom list view from the dropdown menu, and click the List view controls gear icon on the right side of the screen to choose rename. Correct the spelling in the list name box to exactly match the challenge description