From CommenceCRM-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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[[File:ScreenHunter_53 Sep. 25 14.29.jpg|left]] | [[File:ScreenHunter_53 Sep. 25 14.29.jpg|left]] | ||
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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. | 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 09:21, 27 September 2012
Opportunities may be viewed by clicking on the “Opportunities” tab under the Sales module.
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”