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Finding Your Opportunities

There are many ways you can locate your Opportunities in SET. Not only can you click on the various links dotted around the CRM to visit your Opportunity pages, but you are also able to use the search bar in the top right corner of the page, or view all Opportunities at once. To view your Opportunities list, click on “Opportunities” menu option, then on “View All”.

Opportunity list

Here you are able to scroll through the complete list of your Opportunities, as well as filtering out by owner, or sorting the list into a specific order.

You can also access your Opportunities through your Pipelines, by clicking on an Opportunity in your Pipeline, and then on the “View More” button in the resulting pop up window.

Updated on October 1, 2020

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