Sales Opportunities/How to View or Update Opportunity Detail

From Commence CRM-Help

Revision as of 16:16, 27 November 2012 by J.collier (talk | contribs)

Details about an opportunity may be viewed by clicking on the opportunity title on any screen where opportunities are listed. In-formation viewed may be edited and saved.

1. To access the Sales module click on the Sales module tab. The Sales screen displays a listing of your sales opportunities.

2. Select the respective opportunity from the list by clicking the opportunity title. The Opportunity Detail screen displays.

3. After you have updated the opportunity information click Save & Close.


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