My Teams' Opportunity Screen
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Jump to navigationJump to searchThe "My Teams'Opportunity Screen" is the default screen in the Opportunities section of opentaps CRM.
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, which has more detailed opportunity data. The View Opportunity screen also allows you to edit or delete the entry.