Previous  Next          Contents  Index  Navigation    Library

Finding Opportunities to Adjust

The first step in creating opportunity adjustments is to find the opportunities. The Find Opportunity window lets you search for opportunities based on a number of criteria. You can display the Find Opportunity window by choosing the Find button on the toolbar.

The following regions are used in the window:

Period: The accounting period the forecast applies to. All opportunities scheduled to close within the period you select and that have a status of Upside or Forecasted (based on the Win Probability) will be displayed.

Sales Team: You can search for opportunities by Sales Group, Employee, or by the person who adjusted the opportunity. There is also a Filter check box. This restricts the opportunity line items that are displayed to only those lines that have representative getting credit for them that are assigned to the selected Sales Group.

Account: Lets you search for opportunities at a specific account.

The following field is used in the window:

Opportunity Num: If you know the Opportunity Number you can search for it directly.

         Previous  Next          Contents  Index  Navigation    Library