Finding an Opportunity

To search for an opportunity:

1. Right-click on or hover over the Find menu button.
2. Select Opportunity from the pop out list.
3. Type in the search criteria, for example, Customer Ref and/or the Company Name and select the Find action button.
4. Click on the hyperlink Status icon of the opportunity. This opens the 'file' of the selected opportunity and you now have access to all the opportunity details.

Go to Finding Information home page...

See Also:

Basic Search Techniques

Searching for a Person

Searching for a Company

Finding a Case

Finding Solutions

Combining Search Criteria

Wild Card Search

Using an Existing Saved Search

Creating a New Saved Search

Numeric Field Search

Date Field Search

Using Advanced Find

Using Keyword Search