1.Click the Forecasting tab.
3.The Advanced Search gives you the ability to search within your Custom Opportunity Fields.
4.Find the desired Opportunity in the search results and click the corresponding link.
5.The Opportunity information screen will display in an editing format.
6.On the opportunity information screen, under the Action Plan heading, is the history of this opportunity--including: creation of opportunity, stage updates, meetings added, tasks added, and notes added. Note: Each category of the Action Plan can be seen in detail by clicking on the heading.