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View an Opportunity from an Address Book entry

Patrick Wong
  • Updated

 

You can view the Opportunities associated with a specific Address Book entry in the Opportunities following tab. From the Hotlist page; you can view the Opportunities for the Address Book entry associated with the current task.
  1. Select the Address Book entry or Hotlist task.
  1. Select the Opportunities tab in the following pane.

All Opportunities for the current Address Book entry are displayed in the list.

  1. Click on an Opportunity to open the Opportunities page and view its details.

 

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