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How to Run a Weekly Opportunities Report in Salesforce

How to Run a Weekly Opportunities Report in Salesforce

This Workflow shows how to run your weekly report for the team meeting. Everyone exports and submits their pipeline to the meeting leader 24 hours ahead of time so the group can review together.
May 7, 2022

1.

Go to "Reports"

2.

Click on New Report

3.

Click on Opportunities

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