https://docs.opentaps.org/docs/index.php?action=history&feed=atom&title=My_Opportunities%2FMy_Teams%27_Opportunities_Screen 2026-05-15T17:12:56Z Revision history for this page on the wiki MediaWiki 1.32.1 https://docs.opentaps.org/docs/index.php?title=My_Opportunities/My_Teams%27_Opportunities_Screen&diff=1010&oldid=prev 2007-10-02T07:05:27Z

<p></p> <table class="diff diff-contentalign-left" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 07:05, 2 October 2007</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1" >Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>==Finding the &quot;My Teams' <del class="diffchange diffchange-inline">Opportunity </del>Screen==</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>==Finding the &quot;<ins class="diffchange diffchange-inline">My Opportunities/</ins>My Teams' <ins class="diffchange diffchange-inline">Opportunities </ins>Screen==</div></td></tr> <tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr> <tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>The &quot;My Opportunities/My Teams' Opportunities&quot; screen is the default screen in the Opportunities section of opentaps CRM.  You can bring up the screen by clicking on the &quot;Opportunity&quot; button in the header of any screen in opentaps CRM.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>The &quot;My Opportunities/My Teams' Opportunities&quot; screen is the default screen in the Opportunities section of opentaps CRM.  You can bring up the screen by clicking on the &quot;Opportunity&quot; button in the header of any screen in opentaps CRM.</div></td></tr> </table>

JRZeitlin https://docs.opentaps.org/docs/index.php?title=My_Opportunities/My_Teams%27_Opportunities_Screen&diff=1009&oldid=prev 2007-10-02T07:04:41Z

<p>Protected &quot;<a href="/docs/index.php?title=My_Opportunities/My_Teams%27_Opportunities_Screen" title="My Opportunities/My Teams&#039; Opportunities Screen">My Opportunities/My Teams&#039; Opportunities Screen</a>&quot;: Sysop page [edit=sysop:move=sysop]</p> <table class="diff diff-contentalign-left" data-mw="interface"> <tr class="diff-title" lang="en"> <td colspan="1" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td> <td colspan="1" style="background-color: #fff; color: #222; text-align: center;">Revision as of 07:04, 2 October 2007</td> </tr><tr><td colspan="2" class="diff-notice" lang="en"><div class="mw-diff-empty">(No difference)</div> </td></tr></table>

JRZeitlin https://docs.opentaps.org/docs/index.php?title=My_Opportunities/My_Teams%27_Opportunities_Screen&diff=1008&oldid=prev 2007-10-02T07:04:41Z

<p>New page: ==Finding the &quot;My Teams&#039; Opportunity Screen== The &quot;My Opportunities/My Teams&#039; Opportunities&quot; screen is the default screen in the Opportunities section of opentaps CRM. You can bring up t...</p> <p><b>New page</b></p><div>==Finding the &quot;My Teams' Opportunity Screen==<br /> <br /> The &quot;My Opportunities/My Teams' Opportunities&quot; screen is the default screen in the Opportunities section of opentaps CRM. You can bring up the screen by clicking on the &quot;Opportunity&quot; button in the header of any screen in opentaps CRM.<br /> <br /> You can select whether you want to view just your accounts' opportunities or those of all the accounts on which you are a team member, based on the [[My_Accounts/My_Teams%27_Accounts_Screen|criteria]] for your accounts and your teams' accounts. <br /> <br /> <br /> ==Sorting the Opportunity List==<br /> <br /> The &quot;My Teams' Opportunity&quot; screen lists the your teams' opportunities information including the opportunity name, stage, opportunity amount, and estimated close date. You clicking on any of the information buttons on the header, you can organize the opportunities list by the relevant category. <br /> <br /> <br /> ==Viewing/Editing an Opportunity==<br /> <br /> Clicking on an opportunity will bring up the complete [[View Opportunity Screen|View Opportunity screen]], which has more detailed opportunity data. The [[View Opportunity Screen|View Opportunity screen]] also allows you to edit or delete the entry.</div>

JRZeitlin