View sales opportunities

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: wm_technician_sales_write

    Warum und wann dieser Vorgang ausgeführt wird

    • 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.

    Prozedur

    1. Open the ServiceNow Agent application.
    2. Tap the Sales tab.
      Hinweis:
      If the Sales tab is not visible, tap the MoreMore actions icon. icon.
      The list of opportunities appear.
    3. Wahlweise: To sort the opportunities, tap Sort by and select the required option.
      The list of opportunities appear sorted based on the selected option.
    4. To filter the opportunities based on a specific criteria, tap the FilterFilter icon. icon and enter the filter criteria.
    5. Tap Apply.
      The list of opportunities will be filtered according to the selected criteria.