Viewing Opportunity Information for a Household

Complete the following procedure to view the opportunity information for a household.

You can view the opportunity information that is associated with all contacts of the household. For information about modifying the opportunity information for each contact of the household, Modifying Opportunity Information for a Contact.

To view the opportunity information for a household

  1. Tap Side Menu and then tap Households to display the following:

    • The Households list and details for the selected household in the main pane.

    • A list in the side pane in which you can select the related items for households.

  2. Tap a household in the Households list.

  3. Tap Opportunities in the list in the side pane.

    All opportunities associated with the household appear in the Opportunities list in the main pane.

  4. Tap the opportunity that you want to view.