Opportunity Pipeline Single Dialog Workspace
Use this workspace to view the details and track your open or closed opportunities.
You can filter sales opportunities according to several search criteria such as company, contact company, salespersons, and so on before reviewing the details. You can choose to include or exclude open and/or closed opportunities from your search. This workspace also provides an overview of your total, quarterly, and monthly sales and weighted sales estimates.
- Related Topics:
- Pipeline Tab
This section includes the fields and descriptions for the Pipeline tab. - Opportunities Sub-Tab
This section includes the fields and descriptions for the Opportunities sub-tab.
Parent Topic: Lookup Section