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Searching for Opportunities

Updated

This CRM provides advanced search features that allow users to quickly find specific opportunities, improving efficiency and optimizing workflow. In this detailed guide, we'll take you step-by-step through the process of searching for opportunities within the CRM.

Step 1: Accessing the Opportunities Section

  1. Log in to your CRM account and open your sub-account.
  2. Navigate to the "Opportunities" section from the sidebar menu.

Step 2: Understanding the Search Bar

  1. Once you're in the Opportunities section, locate the search bar at the top of the page.
  2. The search bar allows you to enter keywords, phrases, or criteria to find specific opportunities that match your search query.
  3. You can search for Opportunity names, Phone, Email, Company, Tags and Contact name.

Step 3: Conducting a Basic Search

  • To conduct a simple search, type relevant keywords or phrases related to the opportunity you're seeking into the search bar. As you type, the CRM will instantly filter and show matching opportunities that align with your search criteria.
  • 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.