Keep the following points in mind when working with the Opportunities page:
- Select the Opportunities module.
- In the Details tab; view information on the current Opportunity including status; products/services; categories; partners; competitors and Key Fields.
- You can view the current stage in the sales process and the number of days spent in each stage.
- Click the View in Address Book icon in the menu bar to View the Opportunity in the Address Book.
-OR-
Click View and select View in Address Book in the drop-down list.
- Use the options under Actions to perform common tasks with the current Opportunity such as scheduling a meeting or creating a Hotlist task.