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How To Sort/Filter Opportunities
The opportunities section provides a range of filtering options that deliver enhanced control and insights into the performance of your pipeline stages. These filtering capabilities empower you to gain a deeper understanding of and effectively manage your sales process. Criteria such as date, pipeline, user, campaign, and opportunity status can be employed for filtering, facilitating a targeted and efficient analysis of your sales pipeline's progress and effectiveness.
Search Bar
The search bar facilitates the quick location of specific opportunities by entering the contact's name. This convenient feature streamlines the process of finding opportunities within your pipeline, saving time by eliminating the need for manual sifting through numerous entries.
Sort By
You can organize opportunities based on the date they were added to your CRM. Options include:
Date Added (DESC): Filters opportunities by the date they were added in descending order.
Date Added (ASC): Filters opportunities by the date they were added in ascending order.
Filters
By Owner
Opportunities can be assigned to individual users, enhancing collaboration and clearly defining responsibilities within sales teams. Applying filters based on opportunity owners allows for efficient management and tracking of task progress, providing a streamlined overview.
By Status
Opportunities in the sales pipeline can be assigned statuses such as "Open," "Won," "Lost," or "Abandoned." The filtering feature allows easy sorting and viewing of opportunities based on a specific status, enhancing management and evaluation of sales pipeline progress.
By Campaign Type
Refine opportunities by filtering them according to specific campaigns, gaining insights into the effectiveness and performance of various campaigns. This enables informed decisions about resource allocation and future marketing strategies by comparing success rates.
By Last Stage Change
Efficiently filter opportunities based on the date range a stage was changed, focusing exploration on opportunities within the selected timeframe for easier management and evaluation of sales pipeline progress.
By Created On
Filter opportunities based on the date range they were created, narrowing down exploration to opportunities within the selected timeframe for streamlined management and evaluation of sales pipeline progress.
By Updated on
Filter opportunities based on the date range they were updated, narrowing down exploration to opportunities within the selected timeframe for streamlined management and evaluation of sales pipeline progress.
By Lead Value
Filter opportunities based on lead value by selecting criteria such as "is," "lesser than," "greater than," "not equal to," "is empty," or "is not empty," entering numerical values if needed.
By Opportunity won on
Efficiently browse won opportunities by specifying a date range for your search, focusing exploration on opportunities within the selected timeframe for easier management and evaluation of sales pipeline progress.
By Opportunity lost on
Efficiently browse lost opportunities by specifying a date range for your search, focusing exploration on opportunities within the selected timeframe for easier management and evaluation of sales pipeline progress.
Filter By Additional Items
Refine opportunities by applying filters based on specific criteria, such as leads with assigned tasks, calendar events, notes, and more. The system retains previous filter selections for a seamless user experience when revisiting the opportunity filtering process.
Export Data
Utilize this tab to export data related to opportunities generated within the pipeline, enabling extraction and analysis of essential information for the management and evaluation of your sales process.
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