Displaying Opportunity Details

Here's how to see opportunity details using the Opportunities list.

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

   • The Opportunities list and details for the selected opportunity in the main pane.

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

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear after the list in the main pane.

3. To view the related items for the selected opportunity, tap the following names in the list in the side pane:

   • Contacts. Shows the contact information for the opportunity. For more information, see Change Contact Information on an Opportunity.

   • Products. Shows the product information for the opportunity. For more information, see Change Product Information on an Opportunity.

   • Quotes. Shows the quote information for the opportunity. For more information, see Change Quote Information on an Opportunity and Convert an Opportunity to a Quote.

   • Activities. Shows the activity information for the opportunity. For more information, see Change Activity Information on an Opportunity.

   • Opportunity Team. Shows the opportunity team information for the opportunity. For more information, see Change Opportunity Team Information.