Friday, March 8, 2019

Saved Search that Displays Scheduled Phone Calls Linked to Open Opportunities

  
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Phone Call as Search Type.
3. Under Criteria tab > Standard sub tab, add the following filters:

  • Status = Scheduled
  • Opportunity Fields...Opportunity Status = Any of (Add all open Status except Closed, and Closed Won) 

Note: Press Ctrl key on your keyboard to select multiple, then click Set.
 
4. Under Results tab > Columns sub tab, add the following fields:

  • Organizer
  • Status
  • Company
  • Date
  • Opportunity Fields... Opportunity Status
  • Opportunity Fields... Number
  • Opportunity Fields... Sales Rep

5. Click Save & Run.

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