How To Sort/Filter Opportunities
The opportunities section offers a variety of filtering options that provide greater control and insights into your pipeline stage performance. These filtering capabilities enable you to better understand and manage your sales process. You can filter by criteria such as date, pipeline, user, campaign, and opportunity status, among others, allowing for a more targeted and efficient analysis of your sales pipeline's progress and effectiveness.
Search Bar
With the help of the search bar, you can swiftly locate particular opportunities by simply inputting the contact's name. This convenient feature streamlines the process of finding specific opportunities within your pipeline and saves time by eliminating the need to manually sift through numerous entries.
Sort By
You have the option to organize your opportunities based on the date they were added to your CRM. You can sort by:
- Date Added (DESC) This allows you to filter all opportunities by the date when they were added to your CRM in descending order.
- Date Added (ASC) This allows you to filter all opportunities by the date when they were added to your CRM in ascending order.
Filters
By Owner
Opportunities can be designated to individual users, making it an invaluable feature for sales teams. By allocating specific opportunities to team members, responsibilities are clearly defined, and collaboration is enhanced. To efficiently manage and track the progress of these assignments, you can apply filters based on opportunity owners, allowing for a streamlined overview of tasks and their corresponding team members.
By Status
Opportunities within the sales pipeline can be assigned various statuses, such as "Open," "Won," "Lost," or "Abandoned," depending on their current stage in the sales process. Utilizing the filtering feature, you can easily sort and view opportunities based on a specific status, allowing for more efficient management and evaluation of your sales pipeline's progress.
By Campaign Type
You can refine your opportunities by filtering them according to the specific campaigns from which they originated. This enables you to gain valuable insights into the effectiveness and performance of various campaigns, allowing you to make informed decisions about resource allocation and future marketing strategies. By comparing the success rates of different campaigns, you can identify areas for improvement and optimize your sales efforts.
By Last Stage Change
Efficiently filter opportunities based on the date range a stage was changed. You can narrow down and focus your exploration on the opportunities that fall within the selected timeframe, making it easier to manage and evaluate your sales pipeline progress.
By Created On
Efficiently filter opportunities based on the date range they were created. You can narrow down and focus your exploration on the opportunities that fall within the selected timeframe, making it easier to manage and evaluate your sales pipeline progress.
By Updated on
Efficiently filter opportunities based on the date range they were updated. You can narrow down and focus your exploration on the opportunities that fall within the selected timeframe, making it easier to manage and evaluate your sales pipeline progress.
By Lead Value
Filter opportunities based on lead value by selecting "is", "lesser than", "greater than", "not equal to", "is empty", or "is not empty". If selecting one of the first 4 options, enter the numerical value in the Value field.
By Opportunity won on
Efficiently browse your opportunities Won by specifying a date range for your search. You can narrow down and focus your exploration on the opportunities that fall within the selected timeframe, making it easier to manage and evaluate your sales pipeline progress.
By Opportunity lost on
Efficiently browse your opportunities Lost by specifying a date range for your search. You can narrow down and focus your exploration on the opportunities that fall within the selected timeframe, making it easier to manage and evaluate your sales pipeline progress.
Filter By Additional Items
You have the capability to refine your opportunities by applying filters based on specific criteria, such as leads with assigned tasks, calendar events, notes, and more. This feature allows for efficient management and targeting of relevant opportunities. Additionally, the system retains your previous filter selections, ensuring a seamless user experience when revisiting the opportunity filtering process.
Export Data
Utilizing this tab, you have the ability to export the data pertaining to the opportunities generated within the pipeline. This feature enables you to extract and analyze essential information regarding your opportunities, further assisting in the management and evaluation of your sales process.