03-31-2017, 09:27 PM
top opportunities: top 5 Open Potentials of the current user with amount bigger than 0 order by Amount in Descending Order
top organization: top 5 Accounts order by sum of the Amount of related Open Potentials assigned to the current user in Descending Order
Open Potentials are all potentials not in "Closed Won" nor "Closed Lost"
top organization: top 5 Accounts order by sum of the Amount of related Open Potentials assigned to the current user in Descending Order
Open Potentials are all potentials not in "Closed Won" nor "Closed Lost"
Joe
TSolucio
TSolucio