From CommenceCRM-Help
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| − | ::::::::'''''Step-by-Step''''' | + | ::::::::::'''''Step-by-Step''''' |
[[File:image144.jpg|left]] | [[File:image144.jpg|left]] | ||
| − | ::::::::::1. Click on the “Opportunities” tab. Your current opportunities will be listed on the screen. | + | ::::::::::::1. Click on the “Opportunities” tab. Your current opportunities will be listed on the screen. |
| − | ::::::::::2. If desired, reduce your view to Activities of a par-ticular type by clicking on the corresponding type in the Activities Module Action Panel. | + | ::::::::::::2. If desired, reduce your view to Activities of a par-ticular type by clicking on the corresponding type in the Activities Module Action Panel. |
| − | ::::::::::3. To view Opportunities of all On-Demand users in your organization, select “All Opportunities” | + | ::::::::::::3. To view Opportunities of all On-Demand users in your organization, select “All Opportunities” |
Revision as of 17:32, 16 September 2012
Opportunities may be viewed by clicking on the “Opportunities” tab under the Sales module.
- Step-by-Step
- 1. Click on the “Opportunities” tab. Your current opportunities will be listed on the screen.
- 2. If desired, reduce your view to Activities of a par-ticular type by clicking on the corresponding type in the Activities Module Action Panel.
- 3. To view Opportunities of all On-Demand users in your organization, select “All Opportunities”