Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days. For this, we can use the “What’s newly assigned to me” 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 … Continue reading “Use Sales Copilot to see the leads and opportunities…
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Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)
Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days. For this, we can use the “What’s newly assigned to me” 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…
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