Similar Opportunities in Salesforce

1. Go to Customize --> Opportunities --> Similar Opportunities.

2. Enable Similar Opportunities and Save.

3. Add the Similar Opportunities related list.

4. Click "Find" button to find Similar Opportunities.

5. Select the Opportunities and click "Bookmark" button.

6. Go to the record to view it.

No comments:

Post a Comment

Sharing is Caring!!! Share this with your friends!!!

submit to reddit