How to add opportunities to the target list?

Updated on October 13, 2020 06:52AM by Admin

You can create opportunities and those opportunities can be added to a target list to make things easier. The following steps will tell you how to add your list of opportunities to a target list. Here we go!

Steps to Add Opportunities to Target List

  • Log in and access Opportunities App from your universal navigation menu bar.
  • Click on “Show All” from your left navigation panel.

  • You can view all opportunities on the dashboard.
  • Select an opportunity by clicking on the “More Details” icon.
Show All

  • The overview page appears, in which click on the “Add to Target List” button.
Add to Tartget List

  • You can view the "Add to Target List" popup to select the created target lists.
  • Click on the “Save” button to complete.

  • The selected opportunity will get added to the Target List.