Monday, March 11, 2019

Create an Opportunity Saved Search that would show all open Opportunities that are already past the Expected Closed Date

Generate report to show all open but expired (past their expected close date) Opportunities:
1. Navigate to Lists > Search > Saved Searches > New
2. Select Opportunity as Search Type
3. Enter value for Title (e.g. Expired Opportunities)
4. Under Criteria tab > Standard sub tab, enter the following filters:
*Opportunity Status = None Of: Closed (Lost Customer, Closed Won)
*Expected Closed Date = Before: Today

5. Under Results tab > Columns sub tab , add Expected Closed field with the pre-added Opportunity
6. Click Save and Run.

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