How do I Generate Opportunities by Customer/Contact in Opportunities App?

Updated on November 29, 2017 07:19AM by Admin

The following steps will guide you to generate the report of the opportunities in you have been assigned to. The report generated can also be saved in a CSV file for further analysis.

Steps to Generate Opportunities by Customer/Contact

Log in and access Opportunities App from your universal navigation menu bar. 
  1. Click on "Reports" icon located at the app header bar.
  2. Click on “Opportunities by Customer/Contact” from left navigation panel.
  3. Provide the following information:
    • Customer - Name of the customer.
    • Contact - Name of the contact
    • Start Date - Start date.
    • End Date - End date.
  1. Click on "View Report" to view the result in dashboard.
  2. Click on "Export" and select ".xls" to export the result in spreadsheet format.

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