Difference between revisions of "My Opportunities"
Ashley DeBon (talk | contribs) (Created page with "== My Opportunities == === What are My Opportunities? === My Opportunities is your sales pipeline list. View, search, filter, and manage opportunities across accounts. ===...") |
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== My Opportunities == | == My Opportunities == | ||
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=== What are My Opportunities? === | === What are My Opportunities? === | ||
Latest revision as of 07:37, 16 July 2026
Contents
My Opportunities
What are My Opportunities?
My Opportunities is your sales pipeline list. View, search, filter, and manage opportunities across accounts.
Settings → My Opportunities
Using My Opportunities
- Open My Opportunities from Settings.
- Search or filter opportunities as needed.
- Tap an opportunity to view or update details.
- Sort by created date or reverse created date when available.
Features include
- Opportunity list – All opportunities available to you.
- Search / filter / sort – Find opportunities quickly.
- Opportunity details – View company/contact info and opportunity fields.
- Expandable rows – See more details without leaving the list.
