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How to filter or search opportunities?
How to filter or search opportunities?
Training avatar
Written by Training
Updated over 5 months ago

🔗 This feature is available for all plans.

For detailed information about each plan, you can check 👉 here.

The Advanced Filters functionality in ForceManager allows you to obtain specific and precise search results. Learn how to use them here. By using different operators, these filters help you limit and condition the available records to extract the necessary information.

1. Filter and search opportunities in the web application

The list of opportunitites will be sorted by creation/modification date. With the use of the different filteres found on the top side and clicking on the funnel, you will be able to filter and also combine these filters.

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2. Filter and search opportunities on the mobile application

On mobility, you can look for opportunitites by use of the search bar found on the top of the opportunities list. You just need to write the name of the opportunity you wish to search for.

Android devices

Filter_Opportunities_Android_1.PNG

iOS devices

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Moreover, you can also apply filters, clicking on the funnel. Combine filters to personalize what you see. You will be able to personalize opportunities by status, by owner, sales probability…

Android devices

Filter_Opportunities_Android_2.PNG

iOS devices

Filter_Opportunities_iOS_2.PNG
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