In this webinar, our experts showcase a variety of demo use cases of how different components of the...
In order to maintain an accurate pipeline, it is critical for sales teams is to be vigilant updating opportunity close dates. Luckily, you can easily create a view of past-due opportunities in Dynamics CRM. The diagrams and instructions below will walk you through how to create a view of opportunities to be updated so you have visibility of these important items.
Here we go!
To use the view you just created go back to step 3 and select the view from the My Views section of the drop down. If you feel that your view would bring value to others you can share your view or make this into a system view.
Happy CRM'ing!