Open an Existing Budget

Open an Existing Budget

How to Open an Existing Budget

Opportunity Module
Option One
  1. Open the Contact (or customer)
  2. Click on the "Opportunity Name" (located on the right-hand side of the screen)
  3. Click on the "Budget" (located on the right-hand side of the screen)
Budgets Main Screen
Option Two
  1. Click on "Budgets" (located on the left-hand side of the screen)
  2. Click on the "Budget" that corresponds to your client
Option Three
  1. Use the Search Bar to search for your budget
    1. Click here for information on "How to Search for a Contact / Opportunity / Budget"
 

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