How do I view recently created opportunities?

Updated on November 26, 2017 11:02PM by Admin

You can view all your recently created opportunities in Apptivo Opportunities App. It can be viewed in  the "Recently created" tab on the left navigation panel. It functions as a filter  and one of the most frequently used filters. Lets quickly go through the steps to understand better.

Steps to view recently created opportunities

  1. Log in and access Opportunities app from your universal navigation menu bar.
  2. Select "Lists" drop down. Click on “Recent Opportunities” from left navigation menu bar.  
    Recent Opportunities
  3. You can view all recently created opportunities in the dashboard.Recent Opportunities Page 
  4. Select Opportunities "Checkbox" to perform Bulk Actions.
    Bulk Selection
  5. You can “Delete” opportunities in the dashboard, if needed.

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