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

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(Created page with " Opportunities may be viewed by clicking on the “Opportunities” tab under the Sales module. Step-by-Step 1. Click on the “Opportunities” tab. Your current oppor...")
 
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Opportunities may be viewed by clicking on the “Opportunities” tab under the Sales module.   
 
Opportunities may be viewed by clicking on the “Opportunities” tab under the Sales module.   
 
Step-by-Step
 
 
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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[[File:image004.gif|left]]
  
3. To view Opportunities of all On-Demand users in your organization, select “All Opportunities”
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::::::'''''Step-by-Step'''''
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[[File:image144.jpg|left]]
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::::::::1. Click on the “Opportunities” tab.  Your current opportunities will be listed on the screen.
 +
 
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::::::::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”

Revision as of 17:32, 16 September 2012

Opportunities may be viewed by clicking on the “Opportunities” tab under the Sales module.



Step-by-Step
Image144.jpg
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.
3. To view Opportunities of all On-Demand users in your organization, select “All Opportunities”