You can create opportunities and those opportunities can be added to a target list to make things easier. The following steps will tell you how to add your list of opportunities to a target list. Here we go!
Steps to Add Opportunities to Target List
- Log in and access Opportunities App from your universal navigation menu bar.
- Click on “Show All” from your left navigation panel.
- You can view all opportunities on the dashboard.
- Select an opportunity by clicking on the “More Details” icon.
- The overview page appears, in which click on the “Add to Target List” button.
- You can view the "Add to Target List" popup to select the created target lists.
- Click on the “Save” button to complete.
- The selected opportunity will get added to the Target List.
