Using the Opportunity List View

The List view displays all of the contacts that you have access to. You can use groups and lookups to narrow the list of records that display.

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

How do I?

Open the Opportunity List view Closed

Refresh list information Closed

Use the Summary View

Work with records in a grid

Filter my list

Use the Lookup to search for records

Open the Opportunity Detail view Closed

Using the Group Shortcut Menu

View a group

Use common tasks Closed