How to Open an Existing Opportunity

Contact Module

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

Opportunities Main Screen

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

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