Managing Related Info for Opportunities

Each Opportunity can have various related information associated with it. The administrator can control which of these items can be accessed by the users. The Opportunity application has the following related information associated with it:

1. Activities
2. Documents
3. Relations
4. Contact Role
5. Notes
6. Competitors

To view and display entities:

• Click CRM > Opportunities > Admin > Related info.

  

• On the screen that appears, the user can see the related objects associated with opportunities in the Displayed Entities column on the right. All available entities are displayed in the Available Entities to Display column on the left.
• By including all available associated entities, users can conveniently have access to the full array of associated objects.
• Select the entities to be displayed or removed by clicking the entity. Holding down the Ctrl key allows the user to select more than one entity. Click the button to move the selection to the right column or the button to move the selection to the left column. Click to move all the selection to the right and click to move all the selection to the left.
• Click Save to save the changes, Save & Next to save and go to the next Admin section.
• To go back to the Opportunities list screen, click on the icon.