Features
Pricing
Workflows
About Us
Blog
Enterprise
Sign Up
Log in
Install free extension
All workflows
/
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
Back to workflows
Other Workflows
How to Create a Sequence in Hubspot
3 Steps
How to Mail Merge with Google Sheets and Gmail
How to Run a Weekly Opportunities Report in Salesforce