Using the Opportunity List View

The List view displays all the opportunities which you can access. You can use groups and lookups to narrow the list of display records.

To open the Opportunity List view, select Opportunities from the Navigation Bar.

You can perform these actions:

• Click (Refresh), to refresh list information.
• Use the Summary View
• Work with records in a grid
• Filter my list
• Use the Lookup to search for records
• Click the opportunity description, to view the Opportunity Detail view.
• Using the Group Shortcut Menu
• View a group
• The Task Pane contains the Common Tasks section. In this section, you can:
  • Using Mail Merge in the web client
  • Add to Group
  • Remove from Group
  • Save Records as a Group
  • Export
  • Promote to Dashboard
  • Import
  • Update
  • Delete