Change the List of Opportunities

Updated 3 years ago by Celina Kwan

To complete this procedure, you must have Read permission for Opportunities.

When you first open the Opportunities page, all In Progress Opportunities assigned to you or to your sales teams are displayed. You can change the list of Opportunities displayed to show all Opportunities assigned to you or to your sales teams, including closed and suspended Opportunities.

You can also use the options on the Search menu to search for Opportunities.

In the Opportunities page, open the View menu, and select one of the following options:

  • All Opportunities – To display all opportunities that you have the rights to view.
  • Current Opportunities – To display the opportunities that are in progress.
  • Team Updated Opportunities – To display opportunities that have been updated by remote sales teams.

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