How do I view opportunities by sales stage?

Updated on November 23, 2017 04:44AM by Admin

Opportunities App helps you to store the details of all your potential opportunities. You can create and customize opportunities with the criteria sales stage. That is you can filter and view the opportunities based on their sales stage.

Lets quickly go through the following steps to understand better.

Steps to view opportunities by sales stage

  1. Log in and access Opportunities App from your universal navigation menu bar.
  2. Select "Lists" drop down. Click on “By Sales Stage” from the left navigation panel.
    Sales Stage Selection
  3. The menu will expand to show a list:
    • Prospecting
    • Qualification
    • Proposal
    • Closed Won
    • Closed Lost
  4. Choose a sales stage to view opportunities in that stage. For instance: Prospecting
  5. You can view all opportunities in prospecting stage.
    View By Sales Stage
  6. You can select opportunities check box to perform Bulk actions.
  7. You can "Delete” opportunities in the dashboard, if needed.

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