Opportunity Summary Tab

The Opportunity Summary tab appears on the Opportunity Detail view and displays a list of activities and interactions with the selected opportunity. The Last rows relate to the last activity performed. The Next rows display scheduled follow up activities.

To view the Opportunity Summary tab

  1. On the Navigation Bar, click Opportunities, and then select an Opportunity description.
  2. Click the Opportunity Summary tab. If the tab is not visible, click the More Tabs tab.

Related Topics

Opportunities Overview

Using the Opportunity Detail View

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.