Each opportunity can have various related information associated with it. The administrator can control which of these items can be viewed and utilized by users. The Opportunity application has the following related information associated with it:
To view and display entities:
Click> > > .
On the screen that appears, the related objects that are currently associated with accounts are displayed in thecolumn on the right. All available entities are displayed in the column on the left.
By including all available associated entities, users can conveniently have access to the full array of associated objects.
Select the entities to be displayed or removed by clicking the
entity. Holding down the
allows you to select more than one entity. Click the button to move
the selection to the right column or the button to move
the selection to the left column. Click to move all the
selection to the right and click to move all the
selection to the left.
Chooseto save the changes, to save and go to the next section, or to exit without saving.