From CommenceCRM-Help
Jump to: navigation, search
Line 1: Line 1:
  
Opportunities may be viewed by clicking on the “Opportunities” tab under the Sales module.
+
[[File:ScreenHunter_53 Sep. 25 14.29.jpg|left]]
  
 +
1. Access the Sales module by clicking the '''Sales''' module tab. The Sales screen displays a listing of your sales opportunities.
  
[[File:ScreenHunter_53 Sep. 25 14.29.jpg|left]]
+
2. Narrow your view of sales opportunities to particular type by clicking on the corresponding type in the Sales Module Home section:
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”
 
3. To view Opportunities of all On-Demand users in your organization, select “All Opportunities”

Revision as of 16:20, 21 November 2012

ScreenHunter 53 Sep. 25 14.29.jpg

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:

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