The
Opportunity dashpart on your Dashboard provides an at-a-glance view of your
opportunities. The dashpart lists all active
opportunities in which you are a team member as specified in the Our Team grid in the
Opportunities area.
Contents
| Field | Description |
|---|
| Search Filter
|
On the drop-down list below the
Opportunity, click
All to display all
opportunities (both active and inactive), click
Active to display only
opportunities with the Active status, or click
Mine to display only those
opportunities with which you are associated as a team member.
To apply a custom search rather than one of the standard ones described above, click one of the saved custom searches listed below the standard ones, or click
Custom to create a new custom search. In the Custom
Opportunity Search dialog box, you can select search values for selected fields in the records.
To see the search criteria for the currently selected custom search in an info bubble, hover over the search name if the search is saved, or over
Custom if it is not saved.
For information about creating and using searches, see the following topics in Basics:
|
| Opportunity List
|
In the
opportunity list, click an
opportunity name to display an info bubble containing
opportunity information:
opportunity type, estimated revenue, probability of winning, date opened or closed, status, and stage. Click
More in the info bubble to display the full
opportunity record on a separate browser tab.
|
|
Use the scroll bar to scroll through the
opportunities in your list.
|
