How to create my Open Potentials View?
Default list view (All Potentials) displays all the potentials under various stages. You can also create Open Potentials view and make it as your default view from the Create / Edit View. Please follow the procedure given below:
Step 1: While creating Open Potentials View, specify the criteria as Stage does not contain Closed.Step 2: Now set "Open Potentials" view as default view by selecting Set as Default view: check box.For more information, see Managing List View .
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