Searching & Filtering Opportunities
Overview
Our powerful search and filtering system allows you to quickly find the opportunities you need. Whether you're looking for high-value prospects or deals that need immediate attention, you can use various criteria to locate them efficiently.
Search Criteria
Basic Filters
- Title & Description: Search keywords in opportunity titles and descriptions
- Client Name: Find opportunities associated with specific clients
- Stage: Filter by sales pipeline stage (Prospect, Qualified, etc.)
Advanced Filters
- Value Range: Filter opportunities by estimated value
- Probability: Focus on high-probability or long-shot opportunities
- Date Ranges: Find recent opportunities or those approaching deadlines
Using Tags
Tags provide a flexible way to categorize and organize your opportunities beyond standard filters:
Common Tag Categories:
- Industry: tech, healthcare, finance, retail
- Opportunity Type: new business, renewal, upsell
- Size: enterprise, mid-market, small business
- Urgency: urgent, long-term, strategic
You can combine multiple tags with other filters to create very specific searches.
Sorting Options
| Sort By | Purpose |
|---|---|
| Value (High to Low) | Focus on highest-value opportunities |
| Close Date (Soonest) | Address time-sensitive opportunities first |
| Created Date (Newest) | Review recently added opportunities |
| Probability (High to Low) | Prioritize deals most likely to close |