Looking up opportunities

ACT! Premium Web 2005 Server

Looking up opportunities

To look up opportunities

  1. From the Lookup menu, point to Opportunities, and then click one of the opportunities subcommands. For more information about the opportunities commands and the search results, see Commands in the Lookup menu.  

    If you select All Opportunities, the results immediately appear in the Opportunity List window. You do not need to follow the remaining steps.

  1. In the Search for area, in the box, type the word to search for, or select a word from the list.  

For example, to look up opportunities with a status of Open, in the Search for area, the box label reads Status and you would type "open".

  1. In the For the current lookup area, select the Replace Lookup option, and then click OK.

The results display in the Opportunity List.