Help your sales team prioritize work by highlighting recent changes in deal size and
close date. For example, calling out recent changes to deals can help sales managers with their
weekly coaching sessions. This feature is turned on by default, but you can turn it off (and back
on).
Required Editions
| Available in: Lightning Experience |
| Available in: Performance and Unlimited Editions |
| User Permissions Needed |
| To manage settings to show changed deals: |
Customize Application
AND
View All Data
|
In the opportunities list view and Kanban view, green text and arrows indicate amounts that
increased and close dates that were pulled in during the previous week. Red text and arrows
indicate amounts that decreased and close dates that were pushed out. Users can hover over a
highlighted opportunity to see what changed, who changed it, and when.
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From Setup, in the Quick Find box, enter Opportunity Settings, and
then select Opportunity Settings.
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Under Manage Settings to Show Deals That Changed in the Last Week, select or deselect
Show amounts that changed and Show close dates that
changed as needed.
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Save your changes.
