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Question

Edit Business Opportunities on Business Opportunity Pipeline Chart

  • December 27, 2024
  • 0 replies
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In Business Opportunity Pipeline Chart, you can apply filters and generate the filtered list of Business Opportunities below the chart. I can enable editing of the Business Opportunities list on this page, but any changes do not flow to the actual Business Opportunities. Is it possible to link these?

Ideally, we’d like to conduct cadence calls using this screen and edit the Business Opportunities at the same time.

Thanks!

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