Organizing your opportunities

June 2, 2010

Opportunities can be hard to manage, especially if you have a lot of them.  They are also an essential part of the sales process, so you will want to come up with a way to organize them so that you don’t have this huge overwhelming list of opportunities to deal with.

You can get around this problem by creating views of certain opportunities.  This way, you can have different views to view different types of opportunities.

Step-by-Step Instructions

  1. Click Sales on the Navigation Pane, and then click Opportunities.
  2. Click the Advanced Find button on the toolbar.
  3. Configure your Advanced Find to search for a subset of your opportunities.
  4. Click the Edit Columns button to configure the columns that will appear in your view
  5. Click the Save As button to save your Advanced Find as a view on the opportunity screen.

Tips & Tricks

  • Check out the Search chapter of this book for more information on the Advanced Find feature.


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