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Top opportunities and Top Organizations

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Top opportunities and Top Organizations
rslemer Offline
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#1
03-30-2017, 03:25 PM
How coreBOS select top opportunities and top organization to show in each widget ?
Ranieri
eCRM Web
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joebordes Offline
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#2
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"
Joe
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