Opportunities Administration

Below are the icons and their respective functions that are used throughout the Opportunities Administration section.

Allows the user to access the Configure List Fields screen

Users can click to edit an item such as a contact, account, etc.

Use these to re-order various fields

Allows the users to delete an item

Allows the user to view the details of contacts, accounts, opportunities, etc.

Allows the user to reset a filter field

Users can run all the rules by clicking this icon

Access a calendar for inputting dates

Allows the user to preview certain items, such as campaigns

Allows the user to search opportunities

Cancel or exit

Allows the user to copy or clone an opportunity

Allows the user to save an opportunity or data

Under Opportunities Administration you can see the following:

Click CRM > Opportunities > Admin