Finding an Existing Opportunity

Finding an existing opportunity in Manage360 is simple.  Go to the Sales area of the application then select Opportunities option.

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On the opportunities page you will be able to search for an opportunity by entering any part of the opportunity’s name, phone number or address into the search box at the top of the screen, then press [ENTER] or click the Search button. The system will return any opportunities that match your search text.

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For information on how to navigate the search result pages go to the Page Navigation section.

You can also browse your opportunities by clicking on the All Open Opportunities Option in the view dropdown on the top of the screen.  Clicking the column headers will sort them and assist in finding the opportunity.

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For information on how to create custom views go to the Creating Views sectionOnce a view is created it can be chosen.

 

 

 Note:

Opportunities can be accessed through the Account Page