Searching for Opportunities
Modified on: Mon, 26 Feb, 2024 at 1:58 AM
The CRM offers powerful search capabilities that enable users to locate specific opportunities with ease, saving time and streamlining workflow. In this comprehensive guide, we'll walk you through the process of searching for opportunities.
In this Article
Step 1: Accessing the Opportunities Section
Log in to your account and open your sub-account.
Navigate to the "Opportunities" section from the sidebar menu.
Step 2: Understanding the Search Bar
Once you're in the Opportunities section, locate the search bar at the top of the page.
The search bar allows you to enter keywords, phrases, or criteria to find specific opportunities that match your search query.
You can search for Opportunity names, Phone, Email, Company, Tags and Contact name.
Step 3: Conducting a Basic Search
To perform a basic search, enter relevant keywords or phrases related to the opportunity you're looking for into the search bar. As you type, the CRM will dynamically filter the list of opportunities to display matches that meet your search criteria in real-time.
Search works only after typing a minimum of 3 characters in the search box.
Search does not look for words from the middle of the word. e.g. for the term "Opportunity details", 'Oppor' will return the searched for term but 'tunity' would not.