The Opportunities Database shows Opportunity records from your CRM and CSV imports. You can view opportunity details, review related activities and people, and access associated account information.
See Understanding the Demandbase Database and Create an Opportunity List.
View Opportunity Details
- From the left navigation bar, go to
Database > Opportunities.
- Click an opportunity record to view the following tabs:
- Fields: View opportunity details, search fields, export data, or customize the field layout.
- Activity Log: View activities related to the opportunity's account, apply quick filters, search activities, export data, or customize columns.
- People: View people associated with the opportunity's account, apply quick filters, search people, export data, or customize columns.
- Accounts: View related account details, search fields, export data, or customize the field layout.
You can also click the following buttons to navigate to related pages:
- Account: Open the related Account details page.
- Go to Dashboard: Open the Opportunity dashboard. See Understanding the Opportunity Dashboard and Opportunities Page.