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NSC | Extract Estimate Records on Opportunities Saved Search

Mar 29, 2024 7:16PM edited Aug 27, 2024 7:39PM in CRM

For data analysis and performance tracking, most companies track estimates in the opportunity record. Below are the steps on how to create a saved search that includes estimates.

1. Navigate to Lists > Search > Saved Searches > New > Select Opportunity.

2. In the Results tab > Columns subtab

3. Select Estimate Fields...

4. Select the required Estimate Fields

Example:

5. Click Add

6. Click Save & Run

Sample output:

You can browse, engage, and get some insights in our related thread below.