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How do I view recently created opportunities?
Updated on November 26, 2017 11:02PM by Admin
You can view all your recently created opportunities in Apptivo Opportunities App. It can be viewed in the "Recently created" tab on the left navigation panel. It functions as a filter and one of the most frequently used filters. Lets quickly go through the steps to understand better.
Steps to view recently created opportunities
- Log in and access Opportunities app from your universal navigation menu bar.
- Select "Lists" drop down. Click on “Recent Opportunities” from left navigation menu bar.
- You can view all recently created opportunities in the dashboard.
- Select Opportunities "Checkbox" to perform Bulk Actions.
- You can “Delete” opportunities in the dashboard, if needed.
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