Select an Opportunity

Use the search field immediately above the opportunity title in the Opportunities area to select the opportunity that you want to review or edit.

The opportunity selection list only includes opportunities to which your security role gives you access.

In addition to opportunities created in the iAccess workspace, the list includes opportunities created in Ajera CRM.

To select an opportunity to review or edit, complete the following steps:

1. Click to go to the Opportunities area.
2. If the search name displayed at the left end of the search field is the one you want, click at the end of the field to display the list of opportunities returned by the search.

   If the currently displayed search name is not the one you want, select a standard or custom search:

   • Click ACTIVE to select from a list of active opportunities only.
   • Click ALL to select from a list of all opportunities (both active and inactive). The closed opportunities in the list are dimmed slightly so you can distinguish them from the active opportunities.
   • Click MINE to select from a list of opportunities for which you are a member of the team. (You are on an opportunity's team if you are listed in the Team Members grid on the Team tab.)
   • Click a previously saved custom search to display the opportunities returned by that search.
   • Click Custom at the bottom of the list to create and save or apply a new custom search.
3. To further restrict the list of opportunities, do either of the following in the search field:
   • To display a list of opportunities with names or IDs that begin with a specific single character, type the character in the field and pause.
   • To display a list of opportunities with names or IDs that contain a specific sequence of two or more characters, type the characters in the field and pause.

   Tip: If you enter characters in the search field and then want to remove them, click the icon at the end of the field to clear the field.

   Tip: The number of opportunities in the current search results displays at the right end of the search field.

4. If necessary, scroll the list to locate the opportunity you want.
5. Click the opportunity to display the opportunity information.