Viewing Aggregated Opportunities For an Account Hierarchy

The following procedure shows you how to view aggregated opportunities for an account hierarchy.

To view the aggregated opportunities for an account hierarchy

1. Navigate to the Accounts screen, then the Accounts List view.

2. Drill down on an account.

3. Click the Opportunities-Roll-up tab.

   The associated account hierarchy appears on screen. All opportunities associated with the account and all of its child accounts 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 an account name to navigate to the Account screen, then the Contacts view.