View source for Sales Opportunities/How to View Opportunities


[[File:ScreenHunter_53 Sep. 25 14.29.jpg|left]]

1. Access the Sales module by clicking the '''Sales''' module tab. ''The Sales screen displays a listing of your sales opportunities.
''

2. If desired, narrow your view of sales opportunities to particular type by clicking on the corresponding type in the Sales Module Home section:

* Select '''My Opportunities''' to view all your individual opportunities or only the '''Won''', '''Pending''' or '''Lost''' opportunities.

* Select '''All Opportunities''' to view all the organization's opportunities or only the '''Won''', '''Pending''' or '''Lost''' opportunities.
 
'''Note:''' The charts and graphs in the Sales module display information at the organization level only. The Analytics module provides additional options for presenting opportunity data.


Return to [[SalesOpportunities]]