Opportunities View | SalesJunction|Web based CRM for Small Business

Opportunities View

The Opportunity Views  are used to display listings of sales opportunities. They are essentially a saved database query. You can modify them and create new ones – even give them names that appear in the Opportunity Views menu.

 

 

You can create new Opportunity Views by using the Add/Delete View command. Creating new views allows you to create pre-filtered views (database query) of your sales opportunities for specific purposes. See the help topic: Working With Views for more information about creating and customizing views.

 

The example below shows an All Opportunities view:

 

 

For information on adding new opportunities, see the help section: Adding A New Opportunity.  For more information about viewing or updating a specific opportunity, see the help section: Updating Opportunity Information.

 

To see the information relating only to a specific opportunity, simply click on the Opportunity Name (Opp Name) – which displays the Opportunity Detail View.