Work with Your List of Opportunities via the Finder

Location: Contact Management/Opportunities

Overview: Learn your way around the Opportunities finder and utilize the lists and search filters to easily work with all your opportunities at once. You can also create new opportunities from here.

See Also:

• How to Create an Opportunity via Contact View
• Create a Call Log on an Opportunity via Contact View
• Create an Event on an Opportunity via Contact View
• Create a Note on an Opportunity via Contact View
• Create a Task on an Opportunity via Contact View
• How to Assign an Opportunity to Another Owner via Contact View

Click the Next button to go to the next module in this course or visit the Course Content page for an overview and linked index of all the help topics in this course.

Related Topics:

• Work with Your List of Call Logs via the Finder
• Work with Your List of Events via the Finder
• Work with Your List of Notes via the Finder
• Work with Your List of Opportunities via the Finder
• Work with Your Tasks via the Finder

Popular Topics:

• Manually Add a New Lead in Full Partner
• How to Find Your Lead Contacts
• How to Update Contact Info for a Lead
• Set Your Time Zone in Your Full Partner Contact Profile
• Set the Time Zone for a Lead Contact