Search Opportunities

This article will guide you through the practical techniques and strategies to search Opportunities.

Opportunities Search View

The Opportunities Search View is the main place to explore and search Opportunities.

Tip

Customise the views to efficiently access the data you need. You can customise the columns, sorting and filters on the grid. Learn how to use Views.

1. From the Main menu, go to CRM > Opportunities. By default, it displays all the opportunities in the data grid.

2. Use the filters available to locate the opportunities of interest.

   • If you need more filters to specify, you can use the Column Filters and the Advanced Filters.
     See this article for more details: Data Grids,

   • You can customise the grid by adding/removing columns as required. See this article for more details: Data Grids: Customise Data Grids.

3. Click on the Opportunity Name to view the opportunity details.

   

Actions on the Opportunities Search View

From the Opportunities Search View, you can take quick actions on one or multiple opportunities using the grid actions. The available actions may vary depending on whether you select a single or multiple records and on your permissions. Some of these actions include, but are not limited to:

• View an opportunity details (single)

• Edit an opportunity details (single) NOT CONVERTED ONLY

• Update Status (single and bulk)

• Merge a document (single and bulk)

• Delete opportunities (single and bulk) NOT CONVERTED ONLY