Sales Opportunities/How to View Opportunities

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Revision as of 16:22, 21 November 2012 by J.collier (talk | contribs)
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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. 2. 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.

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