Bookshelf v8.0: Accessing Opportunities

To display the Opportunities list, drill down on opportunity information displayed on your screen, or return to the Today screen, and click the Opportunities icon from the Shortcut bar.

The Opportunities list displays more than just opportunity names. It also displays the projected revenue and probability. You can sort the list using any of those three pieces of information. To switch the sort method, press Menu, and choose Change Sort Order.

To find an opportunity you can search for the name of the opportunity (using the Search field on the left), or for the account name (using the Search field on the right).

You can edit and delete opportunities, but you cannot add them. To make changes to an opportunity, display the opportunity's details, press Menu, and then choose Edit.

Table 7. Opportunity Fields
Field	Method of Entering Data	Description
Name	Keyboard	The opportunity's name.
Revenue	Number Keyboard	The projected revenue for the opportunity.
Account	Account List	Select an existing account from the list.
Close Date	Date Editor	The date you expect to close the deal.
Sales Stage	Read-Only	Indicates the Sales Stage for the opportunity. This information is read-only and cannot be edited.
Probability	Number Keyboard	The probability that the deal closes as expected.
Forecast	Yes/No	Indicates if the account should be included in the forecast.
Next Step	Keyboard	A note for your reference about the next step in the process.
Description	Keyboard	A description of the opportunity and anything else of interest.

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