Capturing the Opportunity (continued)

As your data base of multiple opportunities grows, quick and easy access to your data is imperative. You can view and select your existing opportunities by customer via the (below) Existing Opportunities Screen.

Or you can view and select your existing opportunities by action items via the (below) Opportunity Actions screen.

You can also filter (select) your action items by date, inside or outside sales person, territory, manufacturer, or any combination of. Entering these types of search parameters will design your custom action item list.