How to filter or search opportunities?

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.

en3b.png

Filter and search opportunities on the mobile app. 

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

IOS DEVICES

mceclip0.png

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

ANDROID DEVICES

IOS DEVICES

mceclip1.png

Was this article helpful?
Sign up to give your opinion about our articles.