Microsoft Office Tutorials and References
In Depth Information
6. Click the View drop-down and select one of the view options.
There are lots of ways to view your data. Figure 8-18 shows the choices
on the Account View drop-down menu. If you look at the Opportunities
list, you’ll see choices such as By Sales Stage and By Account.
7. (Optional) Chose Modify This View and customize the current view.
The Edit View: Accounts page opens. Just in case you’re not happy with
the default views you can always modify an existing one or create a
brand-new view. You have several ways to change the view; make sure
you scroll all the way down to the bottom of the page so you can see
them all. You can change the Name of the view, the columns that show
and their order, create a filter, and even decide how you’d like to see
Accounts grouped.
The width of your columns is directly proportional to the number of
columns you have showing in a list. As you add more columns, your
information starts to scroll to the next line, making your data harder to read.
8. Click OK to save your changes.
Figure 8-18:
the Account
My info, it is a changing
People move, things change, and you’ll need to change your Business Contact
Manager information. Of all the records you’ll need to edit in Business Contact
Manager, you’ll probably find that Opportunities require the most editing. First
of all, you’ll want to change the sales stage — and corresponding probability of
closing — as the opportunity marches its way through the sales process. If you
didn’t have a product in your Products list when you added the Opportunity,
you need to add it to the Products list. Even if you added products, you might
need to adjust their prices and/or quantities.
The thought of all that volatile information might have you running for cover.
Relax! You’ll find editing the Opportunity information just as easy as it was to
enter in the first place.
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