Difference between revisions of "Sales Opportunities/How to View Opportunities"
From Commence CRM-Help
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2. If desired, narrow your view of sales opportunities to particular type by clicking on the corresponding type in the Sales Module Home section: | 2. 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. | '''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]] | Return to [[SalesOpportunities]] | ||
Revision as of 16:26, 21 November 2012
1. Access the Sales module by clicking the Sales module tab. The Sales screen displays a listing of your sales opportunities.
2. 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 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