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Viewing Opportunity Information

The Opportunity tab enables you to view opportunities that meet the following criteria:

The following fields display on the Opportunity tab: Description, Status, Expiration Date. The Opportunity tab does not allow editing or inserting of information, however, you can double-click on any opportunity listed to open the Opportunity Portfolio and view more information or, with the proper permissions in place, make edits to an opportunity.

In This Section

Manage customers window - Opportunity tab

To view Opportunities

To edit Opportunities

See Also

Historical Customer Data

History Tabs Overview

Sorting history tab data

Reviewing the History area

Viewing Results

Viewing Record History

Managing Call Activities

Managing Letter Activities

Viewing Company Rosters

Viewing AR/Cash Activity Records

Viewing Billing Items

Managing Activity Records

Viewing Event Registrations and Activities

Viewing Orders and Order Activities

Viewing Exhibition Registrations and Activities

Viewing Exposition Activities

Viewing Certification Activities

Managing Label Preferences

Viewing Change Log Activity Records

Viewing Fund Raising Information

Managing Matching Plans Information

Managing Notification Information


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