Using the Opportunity list view

The Opportunity list view displays all the opportunities which you can access. You can use Groups and Lookup to filter the list of records.

To access 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. See Using the Summary View.
• Work with records in a grid. See Working with Grids in list views and tabs.
• Filter My list. See Using Task Pane Filters.
• Use Lookup to search for records. See Using Lookup.
• Click the opportunity description, to view the Opportunity detail view.
• Use the Group Shortcut Menu. See Using the Group Shortcut Menu.
• View a group. See What are Groups?.
• The Task Pane contains the Common Tasks section. In this section, you can:
  • Use Mail Merge in the web client. See Using Mail Merge in the Web Client.
  • Add to Group. See Adding Ad Hoc Group Records.
  • Remove from Group. See Removing Ad hoc Records.
  • Save records as a Group. See Adding an Ad Hoc Group.
  • Export records. See Exporting Records to a File.
  • Promote to Dashboard. See Working with the Welcome page.
  • Import records. See Importing Records.
  • Update records. See Updating Multiple Fields for Multiple Records.
  • Delete records. SeeDeleting Multiple Records.