This help file will show you the different ways you can attach a M1 to your opportunities within the mOS.
From the Metrics Database (mDB):
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.
From the Opportunities screen:
- Go to the Opportunities screen on the left-hand side panel.
- Find the opportunity in question.
- Click on it to edit it.
- On the screen, go to the M1 Metrics section and select +Attach a metric
- A drop-down list will appear with all the M1s from the mDB, allowing you to choose which M1 you wish to attach to this opportunity.
- Once this is done, simply hit Attach this Metric.
And that's it, your M1 will then show attached to this opportunity and will be displayed on the left-hand side.