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How to work with Opportunity? |
  
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How to work with Opportunity? |
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The available tab groups and commands under these groups for Opportunity tab are:
Group |
Command |
Action |
Opportunities |
New Opportunity |
Add new opportunity |
All Opportunities |
List of all opportunities stored in CRM system |
|
My Opportunities |
List only those opportunities linked to your login name |
|
New Type |
Add new type for opportunity |
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All Types |
List of all types stored in CRM system |
In this section, you can learn more about:
| • | How to create or edit an opportunity? |
| • | How to view all existing opportunities? |
| • | How to view opportunities associated to my account i.e. "My Opportunities"? |
| • | How to add new opportunity type? |
| • | How to view all opportunity types? |
| • | How to add stages to an opportunity? |
| • | How to sort opportunities in grid? |
| • | How to perform search to find an opportunity? |
| • | How to group opportunities by any field? |
| • | How to assign tag to opportunities? |
| • | How to filter opportunities by tag inside the grid? |
| • | How to remove tag assigned to opportunities? |
| • | How to import records for opportunities from Excel sheet? |
| • | How to export records for opportunities to Excel? |
| • | How to print the list of opportunities? |
| • | How to use split-view to view list of opportunities and data? |