Adding Opportunities

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You can access the Opportunities page by clicking the Opportunities sub-tab on the Account Details page, as shown in Figure 1.

 

accountdetails

Figure 1 Accessing the Opportunities Page

The Opportunities feature in the Accounts module is similar to that in the Pipeline module, except that all the opportunities in this module are related to the account that you are currently viewing.

Clicking the Opportunities sub-tab on the Account Details page displays the Opportunities page, as shown in Figure 2. This page lists the opportunities associated with the account you are viewing.

 

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Figure 2 The Opportunities Page

You can filter the list of opportunities by selecting any one of the following options from the drop-down list in the upper left of the page:

My Open Opportunities
All Open Opportunities
All Closed Opportunities

You can also add an opportunity by clicking the Add an Opportunity link, as shown in Figure 2.

To examine any opportunity, click the name of the opportunity. This displays the Opportunity Details page, summarizing its components, as shown in Figure 3.

 

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Figure 3 Viewing the Component Details