The Opportunities Database shows Opportunity records from your CRM and CSV imports. See Understanding the Demandbase Database and Create an Opportunity List.
Opportunity Details
From the left navigation bar, go to Database > Opportunities.
Select an opportunity record to see the following details:
-
Fields: See opportunity details.
Tip: Search fields, export data, or edit fields layout. -
Activity log: See activities related to the opportunity's account.
Tip: Apply quick filters, search activities, export data, or edit columns. -
People: See people related to the opportunity's account.
Tip: Apply quick filters, search people, export data, or edit columns. -
Accounts: See related account details.
Tip: Search fields, export fields, or edit fields layout.
From the opportunity record, click the following buttons to navigate to related pages:
- Account: Opens the related Account details page.
- Go to Dashboard: Opens the Opportunity dashboard. See Understanding the Opportunity Dashboard and Opportunities Page.