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Nicole Chang_ Pipeline Inspection
Hello everyone,
I've managed to enable the pipeline inspection, some questions I have as follow:
1. With Pipeline inspection, you can mark important opportunities, do you know if its possible to make those visible on the opportunity itself please? (or is it only visible in Pipeline inspection metrics?)
if so, can we make "important opportunities" reportable please?
2. In pipeline inspection, is it possible to "Show opportunities closing this month" for other Groups or other Users please? is it also possible to filter the list view with any specific criteria as well please? (screenshot below)
Thank you so much in advance!!
I've managed to enable the pipeline inspection, some questions I have as follow:
1. With Pipeline inspection, you can mark important opportunities, do you know if its possible to make those visible on the opportunity itself please? (or is it only visible in Pipeline inspection metrics?)
if so, can we make "important opportunities" reportable please?
Thank you so much in advance!!
I hope this clarifies all your question.
- Users can mark up to 200 opportunities as important.
- Important opportunities are visible only to the user who marked them and can’t be shared with other users.
- You can see and mark opportunities as important in Pipeline Inspection only
Please find the below article for the same.https://help.salesforce.com/s/articleView?id=sf.pipeline_inspection_guidelines.htm&type=5 (https://help.salesforce.com/s/articleView?id=sf.pipeline_inspection_guidelines.htm&type=5)
If this solution helps, Please mark it as best answer.
Thanks,
All Answers
I hope this clarifies all your question.
- Users can mark up to 200 opportunities as important.
- Important opportunities are visible only to the user who marked them and can’t be shared with other users.
- You can see and mark opportunities as important in Pipeline Inspection only
Please find the below article for the same.https://help.salesforce.com/s/articleView?id=sf.pipeline_inspection_guidelines.htm&type=5 (https://help.salesforce.com/s/articleView?id=sf.pipeline_inspection_guidelines.htm&type=5)
If this solution helps, Please mark it as best answer.
Thanks,