Frequently Asked Questions
- How to create my Open Potentials View?
1. How to create my Open Potentials View?
Ans: Default list view (All Potentials) displays all the potentials under various stages. You can also create Open Potentials view and make it as your default view from the Create / Edit View. Please follow the procedure given below:
Step 1: While creating Open Potentials View, select the criteria with Stage does not contain "Closed".
Step 2: Now set "Open Potentials" view as default view by selecting Set as Default view: check box.
For more details, refer Getting Started - Working with List Views section.
