Our sales reps add a variety of products to the opportunity. An opportunity may have one or more products associated with it. For simplicity's sake, let's call them:
- Product A
- Product B
- Product C
I'm trying to create a view of my leads with opportunities, as well as the products on that opportunity.
Lead is created = This Month
Has Opportunity= True
From there I would like to be able to show a view that has the opportunity as well as the products listed, such as:
Name # of Optys Opty Amount Products
Joe Smith 1 $1,000 Product A, Product B
Mary Miller 1 $500 Product C
Lisa Lee 1 $600 Product B
If that view is not possible, how do I filter the Product in a constraint? Many of the constraints I see in the 'Has Opportunity' filter seem to be related to the contact, not the opportunity. We use the out of the box Price Book with Salesforce, if that helps.
Thank you so much for your help!