Opportunity Workspace

Opportunity Workspace

Opportunity Workspace

The Opportunity Workspace lists all the opportunities you have access to. You can use this workspace to review opportunities, manage activities associated with your opportunities, and create new and edit existing opportunities.

Opportunities can be viewed in All Opportunities, or be divided up between:

  • My Opportunities which show all opportunities you are in the coverage for.
  • Open Opportunities which show all opportunities that are still open.
  • My Open Opportunities which show all opportunities that are both open and which you are in the coverage for.
  • Owned Opportunities which show all opportunities you have been assigned as the owner of.
  • Owned Open Opportunities which show all opportunities are both open and you have been assigned as the owner of.

Searching and Filtering the Workspace

Use the Search field to find opportunities using the full description or a part of the description.

The Search field supports the “*” and “?” wildcard characters.

  • The “*” wildcard is a placeholder for a string of text of any length, including spaces.
  • The “?” wildcard represents a single alphanumeric character.

Use filter chips to refine the search by looking for opportunities with specific criteria. You can use a combination of filter chips for additional refinement.

Filter Options  let you:

  • Hide filter fields to remove unwanted clutter from your screen.
  • Add filter fields in case the default ones don’t meet your needs.
  • Reset filter to return to the default.

Reading the Data Table

The data table displays a list of opportunities that match your search or filter criteria.

You can do the following in the data table:

  • Add  to create a new opportunity.
  • Run a Report  on your opportunities.
  • Click a column header to sort by that column.

You can also click More Actions  to be able to:

  • Sort by  to sort the displayed results.
  • Select Columns  to choose the columns to display in the data table.

Hover over a report or dashboard to reveal action buttons to:

  • Edit  the opportunity.
  • Delete  the opportunity.

Items per page lets you select between 10, 25, 50, or 100 opportunities shown per page.

The chevron buttons   switch pages to view additional items.


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