Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.
Your potential sales to accounts and contacts are called opportunities. Opportunities allow you to collect and report on a variety of information relating to an opportunity, such as probability of closing a sale, estimated close dates, and more. You can track any combination of the following opportunity-related information.
You can create opportunities for any public account you can access. An opportunity can only include one account, but it may contain several associated contacts. Your access rights to accounts determine your access to opportunities related to those accounts.
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Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality. |
Using the Opportunity Detail View
Using the Opportunity List View