Filter Opportunities

Created by Christi Norfleet, Modified on Mon, 30 Jan, 2023 at 8:43 PM by Christi Norfleet

How To Filter Opportunities

There are many different filtering options in the opportunities section to give you more control and insight into how your pipeline stages are performing.

Filter By Date

Filter your opportunities using specific periods of time.

Filter By Date Added

Filter all opportunities by the date when they were added to your CRM in descending or ascending order.

Change Pipeline

Change the pipeline in which your opportunities are located. You can create as many opportunity pipelines as you would like.

Filter By User

Users can be assigned to specific opportunities. This is very useful for sales teams! Filter by opportunity users/owners here.

Filter By Campaign

Filter opportunities by the specific campaign they were created from. This will give you insight into how successful different campaigns are.

Filter By Opportunity Status

Opportunities can be given a status of either "Open", "Won", "Lost" or "Abandoned" depending on where that opportunity is in the sales pipeline. This is where you filter by a specific status.

Opportunity Search Bar

The search bar will allow you to quickly find out specific opportunity by entering the name of the contact.

Create New Opportunity

In order to create new opportunity, you would need to use this tab. Clicking on this option will open up a tab where you will add more information for the opportunity you are trying to create.

Download Data

You can use this tab to download the date of the opportunities created in the pipeline.

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