Difference between revisions of "Sales Opportunities/How to View Opportunities"

From Commence CRM-Help

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Opportunities may be viewed by clicking on the “Opportunities” tab under the Sales module.
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1. Access the Sales module by clicking the '''Sales''' module tab. The Sales screen displays a listing of your sales opportunities.
  
[[File:ScreenHunter_53 Sep. 25 14.29.jpg|left]]
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2. Narrow your view of sales opportunities to particular type by clicking on the corresponding type in the Sales Module Home section:
1. Click on the “Opportunities” tab.  Your current opportunities will be listed on the screen.
 
  
2. If desired, reduce your view to Activities of a par-ticular type by clicking on the corresponding type in the Activities Module Action Panel.
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3. To view Opportunities of all On-Demand users in your organization, select “All Opportunities”
 
3. To view Opportunities of all On-Demand users in your organization, select “All Opportunities”

Revision as of 16:20, 21 November 2012

ScreenHunter 53 Sep. 25 14.29.jpg

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

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

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