Skip to main content

Currently end users can access the Opportunity Details and Timeline (and hopefully Cockpit in the not so distant future) from the Forecast Tab in Renewal Center, and then clicking on the Opp name.

 

However, if you’re on the Analyze tab and you drill down on any of the widget/reports and you click on an account name you’re just opening the C360 in another window. I’d like the ability to do both, just like in the Forecast tab.

 

This would be a much more consitant experience within RC itself and I think will be critical for our end users and adoption.

Hi Bradley,

Please click on anywhere else on the row except the account name and the Opportunity detail view will open. Just the account name is a link to C360.

Click on the fields that are not blue

 

Opportunity Detail from Analyze tab

 

@vivekreddy Awesome. Our first column in Forecast view is the opportunity name so maybe I’ll look at changing that so the experience is more consistent. Would be nice if it was a little more clear to do this.

Terms & ConditionsCookie settings