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Hi:

By default, the Current Opportunites would show the curent opportunites in Maximizer once you click the Opportunites Icon. Here are my confusions:

1. Is this Opportunity Windows (Current Opportunites)for the Filter associated with the login user? Does it mean the window only shows those Opportunities which the current login user belongs to - based upon Sales Team?

2. Can this Current Opportunities filter be modified?

3. If you create a filter by going to Search - Team Name, can the result windows (Opportunity Search) be saved for this login user? This Opportunity Search windows would disappear once you go to another Filter, such as All Opportunities or log out.

Thank you,

Johnson Li
Original Post
Hope I can help by answering your questions as best I can.

1. Yes and yes - Current Opportunities shows the opportunities assigned to sales teams of which the max user is a member.

2. I don't know if that filter can be modified - don't think so.

3. I suggest a catalog search for opportunities. Create a catalog search in the "All Field" search window.

Hope this helps.

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