My Teams' Opportunity Screen
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Revision as of 23:41, 15 September 2007 by JRZeitlin (talk | contribs) (Protected "My Teams' Opportunity Screen": Sysop page [edit=sysop:move=sysop])
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.
