Friday, September 14, 2018

Opportunity Saved Search that Shows Stage Prior to Closed - Lost

To create the search, perform the following steps:

     1. Navigate to List > Search > Saved Searches > New.
     
     2. Select Opportunity.
     
     3. Provide a Search Title.
     
     4. In the Criteria tab > Standard subtab, set the following:

Filter

Description

Document Status

is Closed - Lost

System Notes Fields: Field

is Entity Status

     
     5. In the Results tab > Columns subtab, set the following:

Field

Summary Type

Document Number

Group

Opportunity Status

Group

Document Status

Maximum

System Notes: Old Value

Maximum

          
     6. Click Save & Run.

No comments:

Post a Comment