Difference between revisions of "Find Opportunity Screen"
(New page: You can select an opportunity from the complete opportunity list for your team that appears below the "Find Opportunities" section of the screen. The complete list is available when the "...) |
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| − | Clicking on Opportunity Name, Stage, Opportunity Amount, or Estimated Close Date in the header of the opportunity list will sort the list alphabetically/sequentially by the selected category. | + | Clicking on Opportunity Name, Stage, Opportunity Amount, or Estimated Close Date in the header of the opportunity list will sort the list alphabetically/sequentially by the selected category. Clicking the specific opportunity name will take you to the [[View Opportunity Screen|View Opportunity screen]] where you can edit or delete the opportunity. |
Latest revision as of 01:09, 16 September 2007
You can select an opportunity from the complete opportunity list for your team that appears below the "Find Opportunities" section of the screen. The complete list is available when the "Find Contacts" screen is initially brought up, and is reduced according to the parameters of the search fields above the opportunity list. Enter the name, stage, and/or type and click the [Find Opportunity] button to eliminate irrelevant opportunities from the list.
Clicking on Opportunity Name, Stage, Opportunity Amount, or Estimated Close Date in the header of the opportunity list will sort the list alphabetically/sequentially by the selected category. Clicking the specific opportunity name will take you to the View Opportunity screen where you can edit or delete the opportunity.
