Previous Top Next
At the bottom of the Home Page, there are a number of menu selections:
New - Create a new Opportunity with default values in the fields
Edit
New Opportunity (All Fields) - Create a new Opportunity and insert entries into all fields
Delete Opportunity - Delete the current Opportunity
Copy/Paste - Duplicate an Opportunity
Tools
Merge Pipeline - read in another Pipeline and merge with current one
Recalculate ON/OFF - set an in program indicator to determine behavior at execution time as to whether to take processing time to recalculate the Totalizer totals.
Pipeline Statistics - Display summary information about the current Pipeline
Change Ownership - Change who 'owns' each Opportunity