Actions List

The right side of the Opportunity Detail panel displays the actions records associated with the opportunity.  These actions records can be automatically created when an opportunity is saved for the first time, or the stage of an opportunity is changed.  An action record can also be manually added to an opportunity as required.

 If an Action is selected in the Actions List and the Zoom Option is used, the system will display the Action Detail panel and load the panel with the information for the action.  The action can then be viewed and edited as required.  Changes to the record can be saved by pressing the SAVE button.

If the Insert option is used in the Action List, the system will also display the Action Detail.  A new action can be created and linked to the opportunity record by loading the appropriate fields in the detail and pressing the SAVE button.

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Orders Button