Business Problem: UTMB would like to see only qualified applicants when viewing the applicant grid of opportunities.
Workaround: They can create a saved view for this; however, this requires them to set up a filtered saved view for every opportunity individually, a tedious and time intensive task for large volume customers.
An engineering ticket can be created to apply a saved view to several opportunities at once, but this now burns time for AW support and engineering. Also, the mass update still doesn't cover new opportunities not being cloned from an existing one, so this process may have to happen multiple times for 1 client, resulting in more AW staff productivity time lost.
Business Problem: UTMB would like to see only qualified applicants when viewing the applicant grid of opportunities.
Workaround: They can create a saved view for this; however, this requires them to set up a filtered saved view for every opportunity individually, a tedious and time intensive task for large volume customers.
An engineering ticket can be created to apply a saved view to several opportunities at once, but this now burns time for AW support and engineering. Also, the mass update still doesn't cover new opportunities not being cloned from an existing one, so this process may have to happen multiple times for 1 client, resulting in more AW staff productivity time lost.
With saved grid views, you can do this.