View opportunities for an account.
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On the home screen, select Accounts.
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Select an account to view the account fact sheet.
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Near the bottom of the screen, select Opportunities.
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Select the opportunity to view its fact sheet.
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View items, which are potential sales orders.
- (Windows Mobile Professional) Select Items.
- (Windows Mobile Standard) Select .
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Select Notes
, then Edit
to add or edit the notes for this opportunity. For Windows Mobile Standard, select Edit, then scroll down to the Notes field to add or edit.