Friday, April 19, 2019

Add Last Sales Activity Fields as Saved Search Results Columns

To add Last Sales Activity fields as search Results columns:

1. Edit the Saved Search and click the Results tab.

2. Within the Columns subtab, in the Field column users can choose the following entity fields used for Last Sales Activity:

  • Last Sales Activity (Custom)
  • LSA Link Name (Custom)
  • LSA Link (Custom)

3. Click Save.

 

No comments:

Post a Comment