When you select deals from the left-side navigation menu, smart arrows will appear that let you cycle through the all deals on that predefined lists.
Sample Predefined Lists
New This Quarter
Closing this Quarter
Quickly Review All Green Deals
For Example(shown above) you can quickly review the Green Deals (4) by using the arrows that appear on the Opportunity page. You can then check to see if a Value Story has been created, what the ROI is, and review other metrics very quickly.
- Using the left-side navigation menu select Opportunities.
- Expand Green Deals list
- Select the first Opportunity under Green Deals
- Click Next Arrow to go through all Green Deals