SFDC - create opty view of next steps | Scribe

    SFDC - create opty view of next steps

    • Thomas Kao |
    • 0 steps |
    • 40 seconds
    Navigate to [https://scribe2022.lightning.force.com/lightning/o/Opportunity/list?filterName=00B5Y00000HonoeUAB](https://scribe2022.lightning.force.com/lightning/o/Opportunity/list?filterName=00B5Y00000HonoeUAB)
    Click "List View Controls"
    Click "New"
    Type "Opty's w/ next steps"
    Click "Save"
    Click here.
    Click "Select Fields to Display"
    Tip! I just didn't want Account name + Opp Owner Alias in my view. Not necessary to do this step.
    Click here.
    Click "Move selection to Available Fields"
    Click "Opportunity Owner Alias"
    Click here.
    Click "Next Step"
    Click here.
    Click "Next Step"
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