Salesforce Documentation

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Using the 'Sales Console'

The Sales Console is the easiest way to manage your overall pipeline. It allows you to select an opportunity from the 'Panel' and load it's detail page without having to navigate all over the place.

1. Click 'Opportunities' in the header. When the page loads, you must first select an opportunity to begin

Opportunities | Salesforce - Google Chrome

2. To re-show the Opportunity List for the Record Type selected, just click "Show Opportunity List"

3. If you want to change the list of Opportunities, just click the box below the "Show Opportunity List" button and the new list will appear on the left

Salesforce Documentation

Using the 'Sales Console'

1. Click 'Opportunities' in the header. When the page loads, you must first select an opportunity to begin

2. To re-show the Opportunity List for the Record Type selected, just click "Show Opportunity List"

3. If you want to change the list of Opportunities, just click the box below the "Show Opportunity List" button and the new list will appear on the left

You can now update & create your entire pipeline all from one page.

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