View opportunities for an account.
-
On the home screen, select Accounts.
-
Select an account to view the account fact sheet.
-
Near the bottom of the screen, select Opportunities.
-
(Optional) Select Recent or Current.
Recent opens recently viewed opportunities. Current opportunities are those that do not have a status of Closed or the closing date has not passed.
-
Select the opportunity to view its fact sheet.
-
Select Items to view potential sales orders.
-
Select Notes
to add or edit the notes for this opportunity.