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Chapter 9. Tracking Opportunities > Creating custom opportunity views

Creating custom opportunity views

If you want special lists for the way that you manage your opportunities, you should build custom views. For example, if you want to see only open opportunities closing this month at or above 50 percent, you can create a view that helps you focus on just that part of the pipeline.

To build a view from scratch, follow these simple steps:

  1. On the Opportunities home page next to the Views drop‐down list, click the Create New View link.

    The Create New View page appears.

  2. Name the view by entering text in the Name field.

    For example, in the example used in the preceding section, you might call the view Closing This Month >= 50%.

  3. Select the appropriate radio button if you want to search All Opportunities or just My Opportunities.

  4. Under the Search Criteria step, select your search criteria.

    A basic criteria query is made up of three elements:

    • Field: In the first drop‐down list, you find all the fields on the opportunity record. An example would be the Probability field.

    • Operator: The second drop‐down list offers operators for your search. That might sound complicated, but it's easier than you think. Taking the example a step further, you would select the Greater or Equal option from the drop‐down list.

    • Value: In the third box, you type the value that you want in the search. For our example, you would type 50 because you want to see only those opportunities that are greater than or equal to 50 percent probability.

  5. Select the columns that you want displayed.

    Although Salesforce's preset views take common fields such as Stage and Amount, you can select any of up to 11 opportunity fields to display on your custom list page.

  6. Decide whether you want others to see your custom view.

    Your decision is simple if you don't see the Visibility step. Otherwise, select the appropriate option if you want to share your view with others. Your options are basically all, none, or limited. If you choose limited accessibility, use the two list boxes to select which users will see the view.

  7. When you're done, click Save.

    A new view appears based on your custom view criteria. If you don't get all the results you would anticipate, you might want to recheck and refine the search criteria.


  

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