Add change requests to track changes to deployed opportunities. Using change requests, you can update the automations associated with the opportunity or fix any issues.

Prerequisites

You must have an administrator role.

Procedure

  1. Navigate to Opportunities Configurations tab.
  2. In the Change Request types section, click the Plus icon to add a change request type.
  3. The Parent field has the name of your CoE Manager instance by default.
  4. Provide a name for your change request type.
  5. Provide a description to give additional details about the type of change request.
  6. Click Create.
    Note:
    • You can export the activity type list in excel or csv format by clicking the Settings icon in the Change Request types tab.
    • You can bulk edit the change request type names.