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Locate an Opportunity

Locate an Opportunity

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Locate an Opportunity

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Important: Opportunities can be located by two different methods.


1.Click the Forecasting tab. The Opportunity home screen will display.

2.Click the Locate tab:

a.Enter the criteria you'd like to use for your search.



b.The Advanced Search gives you the ability to search within the Custom Opportunity Fields.

i.Select an item from the Advanced Search drop-down menu.

c.Click the Search button. Find the Opportunity in the search results and click the corresponding link. Note: Search options will collapse after the search is complete. Click the Search Options Header Row to modify for your previous search options for another search.

3.Or use the Quick Search at left of the Opportunity home screen:

a.Search by entering the name of the Opportunity, the Opportunity number, the Account name, or Account number associated with the Opportunity. Results will start display as the entries are being typed.



4.Select the desired Opportunity. The Opportunity screen will be displayed.




See Also

Create a Custom Field for Opportunities

View and Edit an Opportunity