Viewing 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 More Tabs.
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