Difference between revisions of "Sales Opportunities/How to View or Update Opportunity Detail"
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Details about an opportunity may be viewed by clicking on the opportunity title on any screen where opportunities are listed. In-formation viewed may be edited and saved. | Details about an opportunity may be viewed by clicking on the opportunity title on any screen where opportunities are listed. In-formation viewed may be edited and saved. | ||
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[[File:ScreenHunter_54 Sep. 25 14.29.jpg|left]] | [[File:ScreenHunter_54 Sep. 25 14.29.jpg|left]] | ||
| − | 1. In the opportunity list, click on the title of an oppor-tunity to view detailed information about that activity. The “Opportunity” dialog appears. | + | ::::::1. In the opportunity list, click on the title of an oppor-tunity to view detailed information about that activity. The “Opportunity” dialog appears. |
| − | 2. To update the information viewed, simply click on the dialogue box you wish to change and type in the new information from your keyboard. | + | ::::::2. To update the information viewed, simply click on the dialogue box you wish to change and type in the new information from your keyboard. |
| − | 3. Click on the “Save and Close” button to close the “Opportunity” dialog and save your changes. | + | ::::::3. Click on the “Save and Close” button to close the “Opportunity” dialog and save your changes. |
Revision as of 09:24, 27 September 2012
Details about an opportunity may be viewed by clicking on the opportunity title on any screen where opportunities are listed. In-formation viewed may be edited and saved.
- 1. In the opportunity list, click on the title of an oppor-tunity to view detailed information about that activity. The “Opportunity” dialog appears.
- 2. To update the information viewed, simply click on the dialogue box you wish to change and type in the new information from your keyboard.
- 3. Click on the “Save and Close” button to close the “Opportunity” dialog and save your changes.