Bookshelf v8.0: Accessing Opportunities

To display the Opportunities list, tap its tab in the Tab bar at the bottom of the screen. If the Opportunities list is not in the Tab bar, tap the More tab, and then tap Opportunities.

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, tap the Sort button.

To find an opportunity you can search by the opportunity's name (using the Search field on the left), or by 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, tap Edit.

Table 12. Opportunity Fields
Field	Method of Entering Data	Description
Name	Text Keyboard	The opportunity's name.
Account	Account List	Select an existing account from the list.
Revenue	Number Keyboard	The projected revenue for the opportunity.
Close Date	Date Picker	The date you expect to close the deal.
Probability	Number Keyboard	The probability that the deal closes as expected.
Next Step	Text Keyboard	A note for your reference about the next step in the process.
Forecast	Switch	Indicate if the account should be included in the forecast.
Description	Text Keyboard	A description of the opportunity and anything else of interest.
Participants	User List	Select the existing users who are participating in working on this opportunity.

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