Opportunities

This screen shows all opportunities that you own or shared to you. When the Opportunities filter list is accessed through a specific account, only opportunities linked to that account are shown.

The Opportunities filter list is displayed with sub-filters - All, Until Today, From Today, One Week, Two Weeks, Today, Tomorrow, and To do.

When accessing an opportunity record, available tabs by default are Opportunity Information, Notebook, Contacts, Focus Area, and Reason Code.

The toolbar buttons on this screen are Back, Follow, Share, Assign, and Overflow (vertical ellipsis) containing delete and document menu items.