Open an Existing Opportunity

How to Open an Existing Opportunity

Contact Module

Option One

1. Open the Contact (or customer) 
   
2. Click on the "Opportunity Name"  (located on the right-hand side of the screen)
   

Opportunities Main Screen

Option Two

1. Click on Opportunities (located on the left-hand side of the screen)
   
2. Click on the "Opportunity Name" that corresponds to your client
   

Option Three

1. Use the Search Bar to search for your opportunity
   
1. Click  here  for information on "How to Search for a Contact / Opportunity / Budget"
   

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