View sales opportunities

View, sort, and filter sales opportunities using the ServiceNow Agent application.

Before you begin

Role required: wm_technician_sales_write

About this task

• Ensure the Technician driven sales with Field Service (com.snc.fsm_technician_sales) plugin and Opportunity Management Application (com.sn_l2c_oppty_mgmt) plugin are installed.
• With the wm_technician_sales_write role, you can access and manage your sales data, ensuring you stay organized and focused on the most relevant opportunities.

Procedure

1. Open the ServiceNow Agent application.

2. Tap the Sales tab.

   Note: If the Sales tab is not visible, tap the More

The list of opportunities appear.

1. To sort the opportunities, tap Sort by and select the required option.

   The list of opportunities appear sorted based on the selected option.

2. To filter the opportunities based on a specific criteria, tap the Filter

1. Tap Apply.

   The list of opportunities will be filtered according to the selected criteria.