Opportunities Administration
Icons
Below are the icons and their respective functions that are used throughout the Opportunities Administration section.
Allows the user to access the Configure List Fields screen
Users can click to edit an item such as a contact, account, etc.
Use these to re-order various fields
Allows the users to delete an item
Allows the user to view the details of contacts, accounts, opportunities, etc.
Allows the user to reset a filter field
Users can run all the rules by clicking this icon
Access a calendar for inputting dates
Allows the user to preview certain items, such as campaigns
Allows the user to search opportunities
Cancel or exit
Allows the user to copy or clone an opportunity
Allows the user to save an opportunity or data
Under Opportunities Administration you can see the following:
Click CRM > Opportunities > Admin