Customizations
- Configure statuses and workflows
- Configure workflow approvals
- Create Aha! scorecard equations
- Create custom fields
- Create and edit custom layouts
- Create custom tables (Enterprise+)
- Custom worksheet fields (Enterprise+)
- Custom equation functions and operators
- Field identifiers for advanced equations
- Filtering arrays with logical operators
- Reference Aha! fields in custom worksheet equations (Enterprise+)
- Use custom tables to manage strategic opportunities
- Track special customer information
- Linking custom tables