Viewing All Opportunities

All Opportunities are the opportunities that your team and the other teams in your organization are currently working on. To view All Opportunities:

  1. Select the View drop down menu from the menu at the top of the page. Now scroll down to the Opportunity option and click on it.

  2. When Opportunity is highlighted, a pop-out menu is displayed to the right displaying the options available to you under Opportunity. Select the All Opportunities option from the pop-out menu.

  1. This takes you to the All Opportunities page which displays a list of opportunities that your team and other teams in your company are working on.

  1. Click on an opportunity name to view the details of the opportunity.

  2. Select the checkbox for an opportunity and select the Delete Selected checkbox to delete an opportunity.

  3. To save a set of opportunities as a group, select the checkboxes corresponding to those opportunities, type in a name for the opportunities group in the Save As field and click the Save button to save the opportunity group. Select the Is Public checkbox to make the group available to all users. Otherwise leave checkbox blank.