Display Customer Status on Opportunity Saved Search
Published on
October 31, 2023 at 6:13:07 AM PDT October 31, 2023 at 6:13:07 AM PDTst, October 31, 2023 at 6:13:07 AM PDT
Scenario
A user wants to display Customer Stages and Opportunity Status using an Opportunity Saved Search.
Solution
- Navigate toLists>Search>Saved Searches>New
- Search Type: ClickOpportunity
- Search Title: Enter a title
- ClickResults
- ClickColumn
- Field:
Note:For every required field, use the drop-down menu to select it and once adjusted click Add if needed. - SelectFormula (Text)
- Formula: Enter{customer.stage} || ' : '||{entitystatus}
- Formula (Text): Selectis
- ClickSet
- ClickSave & Run