achievements are not counted more than once. 3 Filter the You can easily filter the opportunity list opportunity list by clicking the chart or the labels for each month or by entering the filter criteria manually. Therefore choose the Show Filter link in the Opportunities view and choose your filter criteria from the fields Filter By. To add more filters, choose Copy Line. Choose Apply. Enter a name in the Save to My Filters field and choose Save. Your new filter is now also available in the My Filters dropdown list. 4 Open the To view information on a particular briefing card opportunity, you can open the briefing card of an opportunity by clicking the in front of a row. In the briefing card you can view the most relevant information on the opportunity. 5 Export data to For further data analysis in Microsoft Excel, choose Microsoft Excel Export to Spreadsheet. 6 Change the You can change the columns You can view your sales team's columns in the displayed in the opportunities’ list expected sales volume compared opportunities by clicking the Personalization with their target on a month by list button and choosing the columns month and on a sales stage basis. you want to display from the Available Columns table. Click the right arrow to move it into the
achievements are not counted more than once. 3 Filter the opportunity list You can easily filter the opportunity list by clicking the chart or the labels for each month or by entering the filter criteria manually. Therefore choose the Show Filter link in the Opportunities view and choose your filter criteria from the fields Filter By. To add more filters, choose Copy Line. Choose Apply. Enter a name in the Save to My Filters field and choose Save. Your new filter is now also available in the My Filters dropdown list. 4 Open the briefing card To view information on a particular opportunity, you can open the briefing card of an opportunity by clicking the in front of a row. In the briefing card you can view the most relevant information on the opportunity. 5 Export data to Microsoft Excel For further data analysis in Microsoft Excel, choose Export to Spreadsheet. 6 Change the columns in the opportunities list You can change the columns displayed in the opportunities’ list by clicking the Personalization button and choosing the columns you want to display from the Available Columns table. Click the right arrow to move it into the You can view your sales team's expected sales volume compared with their target on a month by month and on a sales stage basis.
C67_CRM703_BPD_EN_XX.docx