Advanced Opportunity and Lead Workflow

Installation:

1.  To Go Tools > templates
2.  create a new page
3.  Enter source view
4.  copy and paste entire contents of text file (MyLeads and MyOpps  )  into the page replacing all content
5.  Exit source view
6.  Click save
7. repeat for the second file

installation  instructions as a video

Usage:

Create a Deki page anywhere on your site and use the template as follows

for MyLeads: In Use at our Demo Site

{{ wiki.template{path: "MyLeads", args: {username: "YOUR SALESFORCE ALIAS"}} }}

for MyOpps: In Use at our Demo Site 

{{ wiki.template{path: "MyOpps", args: {username: "YOUR SALESFORCE ALIAS"}} }}