From CommenceCRM-Help
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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. | + | 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” | 3. To view Opportunities of all On-Demand users in your organization, select “All Opportunities” | ||
Revision as of 16:22, 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. 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”