If you can't see your or your staff's opportunities in Customer1, there are several potential reasons:
- You may have filters set that are filtering out the opportunities you want to see. Check your filters, and clear them if necessary.
- Only the first eight opportunities are listed initially. Scroll to the right and click on the arrow to see more records, or click on
View All.
- You were not set up in the territory tree as a Manager/Admin with Sales Reps/Marketing reps reporting to you.
Log a NorthStar ticket to correct this.
- No sales profile was attached to your login.
Log a NorthStar ticket to correct this.
- You were not added as a member of the Sales Team for the opportunity.
- You are not the owner of the opportunity, and you are not a named Task Assignee on the opportunity.
- You are trying to view your staff's opportunities, but failed to check the
My Staff's Opportunities filter at the bottom of the page. Check the
My Staff's Opportunities filter and click on
Filter again.
- The opportunity lists can store only up to 2000 opportunities at a time. If you have more than 2000 opportunities, you need to refine the filter criteria and extract all your opportunities with multiple requests.
- If you were just set up, your visibility or territory tree access doesn not go into effect until 2:00 am PST.
Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001
All rights reserved.
Created: amq 08/03/2001
Revised: amq 06/13/2002
Reviewed: 09/20/2004
