From the Metrics Database, you can easily link your metrics to opportunities in just a few clicks. This help file will walk you through all the steps.
- Simply hover on the metric you want to link to an opportunity, select the ellipsis at the top right corner and choose Add to Opportunity.
- Choose the opportunity you want to assign the metric to from the dropdown list provided.
- Once this is done, click on +Add to Opportunity.
- And that's it! When the metric has been assigned properly, a green banner will appear at the top of your screen.
