Actions in the [Opportunities] section

In addition to basic section actions, the [Opportunities] section has the following available action options:

The [Assign Owner] action

The action can be run from the [Opportunity] section page. It enables a user to select an opportunity from the record list and change/assign owner without opening the opportunity page. The assigned owner will be displayed in the [Owner] field on the opportunity record page.

The [Run corporate sale process] action

The action can be run from the page of a particular opportunity. You can apply this action for manually created opportunities and start using the corporate sale process in a click. Read more>>>