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XTRF Home Portal Modules

Offers tab

In this tab, you can browse through separate offers, check their statuses and the probability of closing each deal.

You can select another view or create a new one by clicking on the View dropdown list. For details, see the Smart views article.

Offers.png

To open an offer, click on its line in the list. Offers do not have separate pages, so you will be directed to the opportunity that contains the selected offer. For details, see the Add an opportunity guide.