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Opportunity List Page

The Opportunity List page shows the subset or list of opportunities you selected in the Opportunity Homepage. From the Opportunity List page, you can review multiple opportunities at a glance. You can edit fields inline on the Opportunity List page. You can also select an opportunity to review, update, or delete. For more information on updating records, see Updating Record Details.

Using the drop-down menu, you can also switch to another opportunity list. The drop-down list contains both standard lists distributed with the application and custom lists for your company. For a description of the standard lists, see the table in Opportunity Homepage.

The following table describes what you can do from the Opportunity List Page.

NOTE: If you access the Opportunity List page through the Account Detail page, some of these features are not available.

To do this

Follow these steps

Add opportunities to books or remove opportunities from books

On the Opportunity List title bar, click Menu, and select Batch Assign book. Complete the steps described in Assigning Records to Books.

Create a new list of opportunities

On the Opportunity List title bar, click menu, and select Create New List. Complete the steps described in Creating and Refining Lists.

Create an opportunity

On the Opportunity List title bar, click New Opportunity. On the Opportunity Edit page, enter the required information and save the record.

Delete all records from the list

On the Opportunity List title bar, click Menu, and select Batch Delete. Complete the steps described in Deleting and Restoring Records.

Delete an opportunity

Click the Opportunity Name link, and from the Opportunity Details page, click Delete.

Export the list

On the Opportunity List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.

Find an opportunity

Click the Opportunity Name column header to sort the data. Then click a letter in the alphabet bar. For opportunities beginning with numbers, click 0-9.

Manage all the opportunity lists

On the Opportunity List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.

Page through the list

Click the Previous or Next links.

Refine the search criteria for the list

On the Opportunity List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.

Show more/fewer records

In the Number of records displayed list at the bottom of the page, specify how many records you want to see at one time.

Show the key information and filter information for the list

On the Opportunity List title bar, click Menu, and select Show List Filter. See View List Page for an explanation of the information.

Update a group of opportunity records at once

On the Opportunity List title bar, click Menu, and select Mass Update. Complete the steps described in Updating Groups of Records.

Update an opportunity

Edit fields inline on the Opportunity List page or select the service request to open the Details page. For more information on updating records, see Updating Record Details.

View a subset of opportunities

On the Opportunity List title bar, click the drop-down list and change the selection.

View all opportunities

Click the All link in the alphabet bar.


Published 05/11/2007