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How do I add Sales Insight into Opportunities in MS Dynamics CRM

Anonymous
Not applicable
‎09-09-2013 01:16 PM
‎09-09-2013 01:16 PM

How do I add Sales Insight into Opportunities in MS Dynamics CRM

We are able to see sales insight in our Leads and Accounts. but Not Opportunities. Anyone know how we can view Sales Insight in Opps.
Microsoft Dynamics CRM
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Anonymous
Not applicable
‎09-09-2013 03:45 PM
‎09-09-2013 03:45 PM

Re: How do I add Sales Insight into Opportunities in MS Dynamics CRM

I'm not sure you can, Insights is activity on the individual - just as an opportunity is assocated to the individual - the opportunity won't have activity, but the individuals associated with it will.
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Anonymous
Not applicable
‎09-09-2013 04:23 PM
‎09-09-2013 04:23 PM

Re: How do I add Sales Insight into Opportunities in MS Dynamics CRM

THanks so much for response Clinton. Any known work-arounds. Our team works the lead from Opportunity; and having to go to originating "Contact" each time to view insights...adds quite a few steps.

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