I was often asked by customers for an easy way to have an opportunity journey that reflects how it has progressed over time.
By using some custom fields, notes and business events, I’ve managed to give them a friendlier version rather that checking the audits.
Here’s an image that shows the results:
Basically it shows changes on some selected status fields for the opportunity, the person who made them and the time stamp. Also, I added a optional icon that highlights the relevance of the change.
This allows the user to get a good idea of how things have progressed in a way that’s easy to undesstand.
If anyone is interested in implementing something like this, please let me know so that I can expand on this note.
