Create a Custom List View
Lance Park, one of Ursa Major Solar’s sales reps, wants to see a list of opportunities that are in the late stages of negotiation or have high probability to close, or both. Step into Lance’s shoes and make that happen.
- Use the App Launcher to open the Sales app
- Create an Opportunity list view:
- List Name: High Probability Opportunities
- List API Name: High_Probability_Opportunities
- Who sees this list view: All users can see this list view
Show only opportunities whose stage is Proposal/Price Quote or Negotiation/Review and whose probability is greater than or equal to 50%
