Kourtney Stuthard

1. Reporting & Dashboards
2. Reporting Basics

The Opportunity Stage Duration Report is a specialized report that helps you understand how your Opportunities are progressing by tracking how long they spend in each pipeline stage. This report di...

• Edited February 20, 2020 18:40
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1. Sales and Project Management
2. Sales Management

To keep track of how many days an Opportunity has been in a pipeline stage, admins can add a Stage Duration table to the Related tab and a Time in Stage field to the highlights bar. To add the Stag...

• Edited February 20, 2020 18:40
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1. FAQ
2. Managing your records

Question I need to add a column on the page where I view all of my records, how do I do this? Answer To add a column to your list view, you will need to create a custom list view. You cannot add a ...

• Edited February 12, 2020 22:35
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1. Reporting & Dashboards
2. Reporting Basics

If your Custom Object is connected to another object through a lookup relationship field, you can add that object's fields to the Custom Object report. To add the lookup relationship fields Go to ...

• Edited February 12, 2020 22:15
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1. Reporting & Dashboards
2. Building Reports

When building a report, you may want to group records by a specific date or time. For example, you might want to review Opportunities won in the last year, month over month. To do this, you will ne...

• Edited February 12, 2020 22:14
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1. Getting Started in CRM
2. Beginner's Guide: Admin

User Settings can be accessed by all users and is used to personalize your account to fit your preferences and needs. The changes you make here will not affect another user's settings. Let's start ...

• Edited February 12, 2020 17:55
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1. Managing Your Records
2. Custom Buttons

When a Custom Button is deleted, it is removed from all page layouts. It will not appear in the Recycling Bin and cannot be recovered once it has been deleted. To delete a Custom Button: Go to Sys...

• Edited February 07, 2020 00:04
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1. Getting Started in CRM
2. User Settings

Each user can adjust their settings so that the formatting of their records and reports match their own region's date, time, and numerical formatting. Once updated, these settings will only change ...

• Edited February 06, 2020 23:25
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1. Managing Your Records
2. Custom Buttons

To start using a Custom Button you created, admins will need to add it to a page layout. Up to 6 buttons can be added to a layout, including standard and custom objects. To add a Custom Button to a...

• Edited February 06, 2020 20:35
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1. Managing Your Records
2. Custom Buttons

Custom Buttons are used to quickly execute actions directly from a record. Admins can add up to six buttons to a page layout, but can create as many as they want per object. This feature is availab...

• Edited February 06, 2020 00:38
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