Sales Opportunities/How to View Opportunities - Revision history

J.collier at 13:08, 2 December 2012

2012-12-02T13:08:02Z

2012-12-01T16:15:05Z

2012-12-01T16:08:53Z

2012-12-01T16:08:40Z

2012-11-21T16:26:32Z

2012-11-21T16:26:15Z

2012-11-21T16:25:37Z

2012-11-21T16:25:11Z

2012-11-21T16:22:32Z

2012-11-21T16:20:26Z

← Older revision		Revision as of 13:08, 2 December 2012
Line 26:		Line 26:


−	Return to [[Sales Opportunities]]	+	Return to '''[[Sales Opportunities]]'''

← Older revision		Revision as of 16:15, 1 December 2012
Line 11:		Line 11:
	* Select '''All Opportunities''' to view all the organization's 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.

		+
		+
		+
		+
		+
		+
		+	The '''Sales''' screen provides a graphic analysis of pending sales opportunities based upon the '''Stage''' and '''Estimated Close Date''' which you assigned to the opportunity. You may click any slice of the pie chart or any bar in the bar chart to view the details of that item. Additional analysis is available in the '''Analytics''' module.
		+
		+
		+	[[File:ScreenHunter_52 Sep. 25 14.26.jpg]]
		+

	'''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.		'''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.

← Older revision		Revision as of 16:08, 1 December 2012
Line 15:		Line 15:


−	Return to [[~~SalesOpportunities~~]]	+	Return to [[Sales Opportunities]]

@@ Line 7: / Line 7: @@
 . 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 '''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.
+* Select '''All Opportunities''' to view all the organization's opportunities or only the '''Won''', '''Pending''' or '''Lost''' opportunities.

@@ Line 7: / Line 7: @@
 . 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 '''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.
+||||* 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]]

← Older revision	Revision as of 16:08, 1 December 2012
(No difference)

@@ Line 4: / Line 4: @@
 . Access the Sales module by clicking the '''Sales''' module tab. ''The Sales screen displays a listing of your sales opportunities.
 ''
-. 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.

← Older revision		Revision as of 16:25, 21 November 2012
Line 10:		Line 10:
	* Select '''All Opportunities''' to view all the organization's 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.

−	~~3. To view Opportunities of all On-Demand users~~ in ~~your~~ organization~~, select “All 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]]

@@ Line 1: / Line 1: @@
-Opportunities may be viewed by clicking on the “Opportunities” tab under the Sales module.
+[[File:ScreenHunter_53 Sep. 25 14.29.jpg|left]]
-[[File:ScreenHunter_53 Sep. 25 14.29.jpg|left]]
+. Narrow your view of sales opportunities to particular type by clicking on the corresponding type in the Sales Module Home section:
-.	 If desired, reduce your view to Activities of a par-ticular type by clicking on the corresponding type in the Activities Module Action Panel.
 .	To view Opportunities of all On-Demand users in your organization, select “All Opportunities”