Good morning, all! Has anyone come up with an alternative to the Assistant? Our sales team likes the idea, but since we are not able to customize (yet) and we don't use tasks with our opportunities, it isn't very helpful for us. Just wondered if anyone had designed an alternative to keep track of opportunities. Just starting to configure Lightning for our users, and I'm really liking it so far! Thanks for the help!
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@Robin Holwerda, you need to create the Opportunity List View first. Then, when you create a custom calendar in Lightning Experience (https://help.salesforce.com/articleView?id=calendar_create.htm&type=5), it has you select a 'filter' but it is really just selecting the List View that you have created - with all of the criteria for what to show - defined.
