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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
Finish Viewing in Tango
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How to Run a Weekly Opportunities Report in Salesforce
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