All changes to the sales opportunity status can be saved on a table, and displayed on the Sales Opportunity History window. The history information can be accessed, viewed and changed using Sales Opportunity History option located in the right mouse button menu of the Sales Opportunities list.
The Sales Opportunity History list displays the following information of the status changes:
- Date
- Time
- Status
- Description
- Salesperson
For the transactions that will be applied to the status change records, related buttons or right mouse button menu options are used.
| Update | Used to modify status change information. |
| Delete | Used to delete status change record. |
| View | Used to view the record. |
| Record Information | Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. |
Refresh | Used to refresh the sales opportunity history record list window. |
Back to Defaults | Used to display the active window with the standard dimensions defined in the application. |