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Exact Synergy Enterprise   
 

Searching for opportunities

Menu path

Modules ? Customers ? Reports ? Opportunity management ? Search

Introduction

An opportunity in Exact Synergy Enterprise records the progress of a sales cycle. With so many recorded opportunities, it is useful to be able to search for relevant and related opportunities so that they can be compared. The differences in these opportunities can then be analyzed to help make better business decisions.

Roles and rights

All users can search for opportunities.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, got to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 261 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I search for opportunities?

  1. On the Opportunities: Search page, define the search criteria.
  2. Click Show.

How do I reset the search criteria?

  1. On the Opportunities: Search page, click Reset.

How do I view the total number of opportunities?

  1. On the Opportunities: Search page, define the search criteria.
  2. Click Count.

How do I set the search criteria to the default settings?

  1. On the Opportunities: Search page, click Default.

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Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 16.099.399
 Assortment:  Date: 11-06-2018
 Release:  Attachment:
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ESE-OH261-Searchingforopportunities-final.docx 39.9 KB View Download