A sales manager at DreamHouse Realty wants sales users to have a quick way to view and update the opportunities in their pipeline expected to close in the next 90 days. What should a Platform…

Question

Options

• ACreate a custom report and schedule the sales users to receive it each day as a reminder to
• BMake a new Sales dashboard and add a component that shows all opportunities that meet the
• CEnable Sales Console and show users how to open a tab for each opportunity in the pipeline that
• DCreate a list view on the Opportunity object and recommend users switch the view to Kanban to

• A
  12% (3)
• B
  4% (1)
• C
  4% (1)
• D
  81% (21)

Explanation

To provide both a "quick view" and a way to "update" records efficiently, a List View combined with the Kanban view is the most effective solution. The Platform Administrator can create a public list view with the filter "Close Date equals NEXT 90 DAYS." By switching this list view to the Kanban display, sales reps can see their deals organized by stage. The Kanban view allows for rapid updates via drag-and-drop, which automatically changes the Stage field, and provides side-panel editing for other key fields. While reports (Option A) and dashboards (Option B) are good for visualization, they are not optimized for the rapid, bulk record updates the manager is requesting. The Kanban view is a native productivity feature designed specifically to streamline pipeline management for sales users.

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