Viewing Opportunities

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

 

Contacts_details

Figure 1 Accessing the Opportunities Page

The Opportunities sub-tab lists and describes opportunities related directly to the contact.

The different types of opportunities are:

All Open Opportunities
All Closed Opportunities
My Open Opportunities

You can view details of an opportunity by clicking Opportunity Name. You can also rename or delete an opportunity by clicking the relevant options.

For more details, refer to Adding an Opportunity.