My Teams' Opportunity Screen - Revision history

Sichen at 16:48, 25 September 2007

2007-09-25T16:48:12Z

JRZeitlin at 23:50, 15 September 2007

2007-09-15T23:50:03Z

JRZeitlin at 23:46, 15 September 2007

2007-09-15T23:46:05Z

JRZeitlin: Protected "My Teams' Opportunity Screen": Sysop page [edit=sysop:move=sysop]

2007-09-15T23:41:01Z

Protected "My Teams' Opportunity Screen": Sysop page [edit=sysop:move=sysop]

JRZeitlin: New page: The "My Teams'Opportunity Screen" is the default screen in the Opportunities section of opentaps CRM. This screen lists the your teams' opportunities information including the opportunity...

2007-09-15T23:41:00Z

New page: The "My Teams'Opportunity Screen" is the default screen in the Opportunities section of opentaps CRM. This screen lists the your teams' opportunities information including the opportunity...

New page

The "My Teams'Opportunity Screen" is the default screen in the Opportunities section of opentaps CRM. This 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.

Clicking on an opportunity will bring up the complete opportunity details and allow you to edit the entry.

← Older revision		Revision as of 16:48, 25 September 2007
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	==Finding the "My Teams' Opportunity Screen==		==Finding the "My Teams' Opportunity Screen==

−	The "My Teams' ~~Opportunity~~" screen is the default screen in the Opportunities section of opentaps CRM. You can bring up the screen by clicking on the "Opportunity" button in the header of any screen in opentaps CRM.	+	The "My Opportunities/My Teams' Opportunities" screen is the default screen in the Opportunities section of opentaps CRM. You can bring up the screen by clicking on the "Opportunity" button in the header of any screen in opentaps CRM.
		+
		+	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.

@@ Line 1: / Line 1: @@
-The "My Teams'Opportunity Screen" is the default screen in the Opportunities section of opentaps CRM.
+==Finding the "My Teams' Opportunity Screen==
-−
 ==Sorting the Opportunity List==
-The "My Teams' Opportunity 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.
+The "My Teams' Opportunity" 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.

← Older revision		Revision as of 23:46, 15 September 2007
Line 1:		Line 1:
−	The "My Teams'Opportunity Screen" is the default screen in the Opportunities section of opentaps CRM. This 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.	+	The "My Teams'Opportunity Screen" is the default screen in the Opportunities section of opentaps CRM.
		+

−	Clicking on an opportunity will bring up the complete opportunity ~~details and allow~~ you to edit the entry.	+	==Sorting the Opportunity List==
		+
		+	The "My Teams' Opportunity 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.
		+
		+
		+	==Viewing/Editing an Opportunity==
		+
		+	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.

← Older revision	Revision as of 23:41, 15 September 2007
(No difference)