Sales Center Opportunities Page
Use the Opportunities tab to access your important lead, prospect, and customer records. You can then create opportunities, estimates, and sales orders for your customers to drive up sales.
View items and promotion codes that can help you create opportunities, and track your success with reports like Open Opportunities by Sales Rep, Open Estimates, and Prospect Analysis Summary.
Click a record or transaction name to open the corresponding list. Click New next to a link to create a new record or transaction, or click Search to set search criteria for that type.
You can personalize the Opportunities page by adding customized portlets. Click Personalize Dashboard, and in the Add Content panel, choose snapshots for your opportunities and estimates, add reminders, and set up saved searches, among other options.