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Cx-card opportunities Sales Redwood

edited May 7, 2025 1:04AM in CX Apps 2 comments

Hello, can you help me? I want to recreate the opportunities section of the account details page. Can you help me please?

I want to filter by two fields. Currently, they only do it by TargetPartyId, but I want to filter by a custom field to relate it to a broker type account. So my opportunity will have the main account and the broker account, and I want the opportunity to be displayed in both accounts on this panel.

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