5.2 How to Navigate Potentials?

In TDS CRM, you can navigate the potentials as per their status. Follow the given guide for navigating potentials.

  • Go to Sales > Potentials.
  • To display the potentials according to the type, select the view from the filter drop- down given on top left of the window. To customize the view, use the New link given on top left of the window.
  • Use the links of Start, Previous, Next and Last for better navigation. You can find these links at the bottom of the window displaying the potential list.