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.   
 
Opportunities may be viewed by clicking on the “Opportunities” tab under the Sales module.   
  
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::::::::::'''''Step-by-Step'''''
 
 
 
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::::::::::::1. Click on the “Opportunities” tab.  Your current opportunities will be listed on the screen.
 
::::::::::::1. Click on the “Opportunities” tab.  Your current opportunities will be listed on the screen.
  

Revision as of 18:24, 25 September 2012

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

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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”