Viewing the Aggregated Opportunities for a Company
Use the following procedure to view aggregated opportunities for a company.
To view aggregated opportunities for a company
Navigate to the Companies screen, then the Companies List view.
Drill down on a company, and click the Opportunities-Roll-up view tab.
The associated hierarchy appears on screen. All opportunities associated with the company and all of its children appear in the Opportunities-Roll-up list.
In the Opportunities-Roll-up list, you can:
Drill down on an opportunity name to navigate to the Opportunities screen.
Drill down on a company name to navigate to the Companies screen, then the Contacts view.