What is an Opportunity History Report?

Now there's an easy way to view changes made to an Opportunity over time. Our new Opportunity History Report tracks any changes made to:

  • Bid Amount/Opportunity Value
  • Bid Type
  • Probability
  • Pipeline
  • Pipeline Stage
  • Forecast Close Date
  • Actual Close Date
  • Opportunity State

The report displays who edited the opportunity as well as the date and time of their edit. To access the report, just navigate to “Reports” -> “Opportunity Reports” -> “Opportunity History Report”.

Learn more about it in our help article What is an Opportunity Report?




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