List Of Opportunities

This screen helps to retrieve the opportunity details.

To view list of opportunities:

1. On Sales CRM menu, click List Of Opportunities.

2. Specify or select the values from the search filters such as Organization, Opportunity Name, Sales Stage, Lead Source, Assigned To, and Expected Close Date.

3. Click Search button to retrieve the details for the specified search criteria. The details will be displayed in the grid below.

4. In the Action column, click edit/view link against the Opportunity Name for which you wish to modify or view the opportunity details. Modify the required details and click Save to save the opportunity details.

5. In List of Opportunities screen, click Create Opportunity button to create an new opportunity.