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View History of an Opportunity

View History of an Opportunity

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View History of an Opportunity

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1.Click the Forecasting tab.

2.Click the Locate tab, or use Quick Search to search for an Opportunity you’d like to see the history of.

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.

 

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