Using the “Sales Copilot” we can get the list of opportunities assigned to us. For this, we can use the “Show my pipeline” prompt To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the Sales Copilot to be enabled. To … Continue reading “Use Sales Copilot to see the pipeline…
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Use Sales Copilot to see the pipeline (Dynamics 365)
Using the “Sales Copilot” we can get the list of opportunities assigned to us. For this, we can use the “Show my pipeline” prompt To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the Sales Copilot to be enabled.
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