Objective
The purpose of this article is to provide an overview to Outreach admin about how to enable the showing of totals on opportunity list for the custom currency type fields
Applies To
- Outreach Admin
Before you begin
Some customers have multiple currency type fields on an opportunity, for eg: Renewal Amount, MRR, ARR, Churn amount etc. & sales managers/ AEs would want to see the totals against these fields in Opportunity list view in Outreach to know the total amounts across opportunities or some selected opportunities
One of these field would be mapped to Outreach standard Estimated Total Sales Amount field, but others would be mapped to a custom field in Outreach, for eg:
Standard Outreach field
Total MRR is mapped to standard amount field in Outreach
Totals for standard field will be shown by default
Custom Outreach field
Total RCM MRR is mapped to custom13 field in Outreach
Follow the below steps to see totals for a custom field.
Procedure
- Log in to Outreach as an Admin.
- Click Administration > Records.
- Click Opportunities.
- Click Edit and change the field type.
- Set the field types as currency & click on Save.
Once the setting is saved, you should be able to see the totals for this field in the Opportunity List view as below.