Viewing Opportunities

lesliegNew Member

Hello,
Does anyone know how to change the default sales team under "Opportunities"?
It defaults to "single user" but I would like it to default to my sales team in case I forget to change it.

Thanks,

Leslie

6/28/117:58 PM

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Original Post

advocosupportMaximizer CRM Consultants

Just edit the default opportunity entry and set the desired default team. This should be on the edit menu (Max10) or setup tab (Max11) when in the opportunity window.

6/29/111:21 PM

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