How to filter or search opportunities?
This feature is only available for the following plans:
ALL PLANS
Click here for more information on our plans.
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.
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
|
iOS devices
|
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
|
iOS devices
|
