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Lead Opportunities

This article explores how to quickly view the Opportunities for a single lead.

The easiest way to view the basic details for all the opportunities that belong to a single lead, is from the lead profile page (for advanced filtering, use the Opportunities Search).

For all the details about Opportunities, visit the Opportunities Section.

View a Lead’s Opportunities

Permissions Required
  • Apps > CRM > Leads > View Leads

  • Apps > CRM > Opportunities > View Opportunities

  1. Go to the details page for the lead of interest..

  2. Click on the Opportunities tab.

  3. You’ll see a grid with all the opportunities that belong to the lead.

  4. Click on the Opportunity Name or Stage to view the opportunity details.

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