Description
This is the Opportunity Summary screen. Lists Opps meeting your criteria with columns and sort order specified by your View
| Opps/Summary | Opps/Detail | Opps/Pipeline | Accounts | Leads | Issues | Marketing | Admin | Dashboard |
Points of Interest
- The filters are currently set to display all "Open" opps in any class, regardless of who they're assigned to.
- The filters are "sticky" so the next time you come back to this screen (even if it's tomorrow) you'll see the same filter settings. Use "Clear" to set them back to the default
- The display is currently sorted by the Modified date (see the little blue icon above the column). Click a different column header to change the Sort.
- Overdue Opps are highlighted in red in the Close Dates column.


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