問題文
Every morning a renewals specialist needs the same working set: opportunities she owns that close this month and are not yet closed. She wants to open that set in one click each day and drag records between stages. What should she set up?
選択肢
- A report with the same filters, subscribed so that the results are delivered to her every morning and she can open the attachment to see the records.
- A dashboard component that shows the same opportunities as a table she can click through each morning.
- A saved global search for the word renewal, repeated each morning to pull up the opportunities she is working on.
- A list view with those filters, pinned as her default and displayed in the Kanban view.