SFDC - create opty view of next steps
- Thomas Kao |
- 0 step |
- 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"
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Click "New"
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Type "Opty's w/ next steps"
Click "Save"
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Click here.
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Click "Select Fields to Display"
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Tip! I just didn't want Account name + Opp Owner Alias in my view. Not necessary to do this step.
Click here.
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Click "Move selection to Available Fields"
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Click "Opportunity Owner Alias"
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Click here.
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Click "Next Step"
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Click here.
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Click "Next Step"
Zoom Saved
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