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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.
 
   
 
   
  

Revision as of 16:26, 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. 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