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Modifying Hot Opprotunities|
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Apprentice |
I'd like to change a few of the Hot Opportunities report parameters and can't see where the filters are set. Is it possible to change the probability percentage and forecast close settings and if so, where or how is it done? When I try to edit the probability field in the report, I can't see where it is set to 75% (the current default). Thanks for any insights you may have.
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Marketcircle Team |
Hi Dann,
Select the table (table should highlighted at the very bottom at the window), in the inspector on the right hand side in the window you will see a Data section. You should see something like "Standard Opportunity" edit it by double clicking it. You will then see the filtering criteria tab and below you'll Probability is greater than 75%. You can change the percentage and press ok. |
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Forums
Extending Daylite
Building Reports and Print Layouts
Modifying Hot Opprotunities
