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“Needs Attention” Opportunities views
The “Needs Attention” opportunities views in AccountManager present a list of those opportunities that “Need Attention”! Which opportunities qualify as needing attention is configurable by your AccountManager administrator.
To update the Needs Attention view selection, Follow the steps below:
- In the Notes client, open AccountManager then open “Settings > Configuration Profile”.
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2. Click on the “Business Documents” tab”
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3. Click on the “Opportunity” tab
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4. Scroll to the bottom of the screen where you’ll find the “Needs Attention View Selection” section. Make the changes you want to this area, the Click Save and Close.
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Now when you access the Needs attention views, they will use the criteria you selected for which Opportunities to display.
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