Opportunities Detailed Information> Journal Tab

 

To assist you with adding a Journal from the Opportunity Detailed Information page, we have outline the steps below:

 

1.   Go to the Opportunities Area by clicking on the Sales drop down and click opportunities

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or from Account detail screen:

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2.   Click on an Opportunity to view the Opportunity Detailed Information.

3.   Click on the Journal Tab.

4.   Click New Entry.

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5.   Refer to the Journal > Add a Journal Entry for more detail on entering the journal information.