How do I use the "Advanced Search" feature for opportunities

Knowledgebase

Contacting Support Dashboard Email Contacts Your User Profile Your Company Profile Social Media Print Assets Landing Pages and Forms Websites External Site and Link Tracking Databases Playbooks PowerPoint Presentations eBooks Asset Reports Lead Scoring CRMs and Integrations Users, Groups and Roles Brand Management Mobile Apps, Widgets and Extensions Organizations Notifications MSP Advantage Personalization Smart list Templates Logging In and Managing Your Account Quick Links to Sales Team Help Lead Registration Request Video - Dashboard Video - Logging In Video - LinkedIn tool Video - Playbooks Video - Email Video - Lead Scoring Video - Contacts Video - Social Media Video - Landing Pages and Forms Video - Gallery Video - Reports SMS Video - Ebooks Opportunities Video-Managing Powerpoints Video-Managing Users Video- Website Management Video - Template and Asset Management Webinar Recordings Video - contacting support Fund Management Certifications Video - Certifications Best Practices Datto MarketNow New Support Desk Goto Webinar

Knowledgebase

Posted by The Team at Mindmatrix on 26 May 2016 06:36 PM

To access the "Advanced Search" feature, first, go to the "opportunities menu" and then select "Advanced Search".

From there, select "create search list".

Give your list a name and description, and then click "Next"

Select the criteria you wish to use to filter oppertunities and then click "Add". Repeat for as many conditions as you wish to apply.

Select the check-mark box(es) to apply your rule(s) and then click "Next".

Your list will now be added. As opportunities qualify for the list, the list will fill automatically.

Comments (0)

Post a new comment Reply to comment
Post a new comment Reply to comment

CAPTCHA Verification
CAPTCHA Verification

Please enter the text you see in the image into the textbox below (we use this to prevent automated submissions).