Action – Tab

Pgm: OMOPPORTUNITIES  – Opportunity Management; standard Treeview path: Opportunity Management > Opportunities – Action tab

The Action tab displays the action items scheduled to win the opportunity. For details about the fields of action items, and about the My Action Items screen that is launched when performing the following operations, please refer to Action Items.

Add Action Item

To add an action item, click the [Add Action Items] button, as shown in the above screenshot.  This brings up the standard My Action Item screen used throughout the Opportunity Management module.

When an action item is added, it will be added to the calendar displayed by the Calendar screen.

Edit or View Details of Action Item

To view or edit an action item, click the corresponding [Edit] button, under the Edit column, as shown in the above screenshot. This brings up the My Action Item screen that displays the details of the action item for viewing or editing. If any changes are made, click the Main Toolbar’s [Save] button to save the changes.

Delete Action Item

To delete an action item, click the corresponding [Edit] button, under the Edit column, as shown in the above screenshot. This brings up the My Action Item screen. In the My Action Item screen, click the [Delete] button.