7.4.2.� List Opportunities

To access the master list of Opportunities, select the "List Opportunities" option. The following screen will appear.

Opportunities Master List

The "Opportunity List" screen displays information on all existing Opportunities, including the Opportunity name, CRM Account, owner, Stage, and target close date.

To the far right of the list, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.
NEW: Opens screen for creating a new Opportunity.
EDIT: Enables you to edit highlighted Opportunities. The edit screen is the same as that for creating a new Opportunity—except that when editing, the fields will contain Opportunity information. Double-clicking on an Opportunity will also bring you to the editing screen.
VIEW: Highlight an Opportunity and then select this button to reach a read-only view of the "Edit" screen.
DELETE: Highlight an Opportunity and then select this button to remove the Opportunity from the list.