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Retrieve a List of Opportunities from a Saved Search

Retrieve a List of Opportunities from a Saved Search

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Retrieve a List of Opportunities from a Saved Search

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

2.Click the Locate tab.

3.Click the Saved Search drop-down list at top right of the button row.

 
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4.Click the saved search desired from My Saved Searches.

5.If the saved search you're looking for was saved as Shared Search, find and click it from the Shared Searches section of the drop-down list.

6.Saved search list will display.