Display Customer Status on Opportunity Saved Search

Written by
Milkie Fernandez
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

  1. Navigate toLists>Search>Saved Searches>New
  2. Search Type: ClickOpportunity
  3. Search Title: Enter a title
  4. ClickResults
  5. ClickColumn
  6. 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
  7. ClickSave & Run