Finding opportunities at each sales stage

ACT! Premium Web 2005 Server

Finding opportunities at each sales stage

To find opportunities at each stage

  1. From the Lookup menu, point to Opportunities, and then click Stage.

The Lookup Opportunities dialog box appears. For field definitions, press F1.

  1. In the Stage field, type the stage you want to search for in your lookup, and then click OK.

The list of matches appears in the Opportunity List.