Access an Opportunity

Use the List View tab to access opportunities. You can preview an individual opportunity, or open it to view more details and make updates.

How to

  1. On the toolbar, click Jobs, then click List View.
  2. On the List View tab, click to select the opportunity. In the Preview pane, an overview of the opportunity appears.

    If the Preview pane isn't visible, click the Preview arrow to reveal it.

  1. On the toolbar, click Jobs, then click List View.
  2. On the List View tab, double-click the opportunity to open it.
  1. On the toolbar, click Jobs, then click List View.
  2. On the List View tab, double-click to open the opportunity.
  3. In the open opportunity, click the available tabs to add, modify, or delete information as needed.
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