🔗 This feature is available for all plans.
For detailed information about each plan, you can check 👉 here.
The Advanced Filters functionality in Sage Sales Management 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.
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
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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
 | iOS devices
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