Viewing the Opportunity List

ACT! Premium Web 2005 Server

Viewing the Opportunity List

You can use the Opportunity List to view all of the opportunities in the database. You can also filter opportunities to narrow the list of opportunities that display on the Opportunity List. For information on filtering opportunities, see Filtering opportunities from the Opportunity List. You can also export the Opportunity List to Microsoft Excel. For information on exporting the list of opportunities to Microsoft Excel, see Exporting and viewing a list of opportunities.

To view the Opportunity List

  • On the navigation bar, click Opportunity List.

A list of opportunities displays, based on the filter options. The total number of opportunities, the weighted total, and the grand total display in the status bar.