Re: Reporting on Opportunities

Anonymous
Not applicable

Reporting on Opportunities

What is the easiest way to choose a program and get a list of the opportunities attributed to that program? If I wanted to edit those opportunities, or change my criteria, can I do this without changing my model?
2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: Reporting on Opportunities

You should create a smart list. But in RCE it is different.
  • Smart List:
    • Has Opp is TRUE
    • Member of Program IS X
  • RCE
    • Program Analysis or Opp Analysis
      • Select Program filter
      • pull in Opp Name column.
    • you can edit the report to your heart's content.
As for editing the Opp directly, you can only do that in the CRM.
Anonymous
Not applicable

Re: Reporting on Opportunities

Thank you Josh!