How do I view all opportunities?

Updated on November 24, 2017 04:22AM by Admin

You either create opportunity records manually or imported them from the CSV file into your Opportunities App.

Opportunities App allows you to view all your opportunities in "All Opportunities" tab from left navigation panel of you account. 

The following steps tells you how to view all your opportunity records.

Steps to View all Opportunities

  1. Log in and access Opportunities App from your universal navigation menu bar.
  2. Select "Lists" drop down.Click on “Show All” button from your left navigation panel.
    Show All
  3. You can view all opportunities in the dashboard.
  4. Select opportunities check box to perform Bulk Actions.Bulk Action
  5. You can also “Delete” opportunities in the dashboard, if needed.

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