Jun 22, 2021 06:16 PM
Basic sales funnel. Opportunity moves from closed-lost back to an open state. Can I create a grid view that shows the different states of the opportunity? Thanks, community!
Jun 24, 2021 02:34 PM
Not directly, you’d have to have a field that stores what/when the status of each record has changed to. You could do that manually, or use an Automation to prepend this field with the current “status” field’s value every time it changes.
Jun 25, 2021 07:35 AM
Thank you, Kamille. Any examples online that you could point me to for this? Appreciate you!
Jun 25, 2021 07:57 AM