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bfunk3778bfunk3778 

Create 'My Pipeline' list atop all user's opptys/leads

Hi,

 

I'm playing around with Visualforce to create a component or list of a user's opportunities or leads closing within the month (or some other range of criteria) that will display atop any opportunity or lead so that the sales rep always knows at a given moment what their pipeline looks like for the month.  Maybe it can have conditional alerts that show when an oppty or lead is nearing its close date or event date (we run an event based business).  Is this possible?  Should I just create a dashboard and embed it in a Visualforce component?  Can someone help me with the code?  I'm a little new to this. 

 

Thanks.