How do I Search for Opportunities?

Updated on September 11, 2017 12:27AM by Admin

The Opportunities App allows you to search for the opportunities in the following two ways:

  • Simple Search - This allows you to search for the opportunities using a single search field located in the app header bar.
  • Advanced Search - This allows you to search using multiple search fields.

Simple Search

  • The simple search takes one search string as input and searches across several fields including:
    • Opportunity Name - Name of the Opportunity
    • Sales Stage – Sales stage of the Opportunity
    • Customer - Name of the customer
    • Amount - Opportunity's potential amount
  • For instance: If you are searching for a particular opportunity (say, "Edward"), then it’s name can be typed in the search field. Click on "Search" icon.
    click on simple search
  • Now this Simple Search, fetches all the opportunity records having the name "Edward" which will be displayed as shown in the image below:
    simple search result

Advanced Search

  • You can access this advanced search by clicking on the down arrow in the simple search field in the header bar.
  • For instance: If you want to search for all the opportunities created in the last month, enter the detail as shown and click on “Search” icon:
    advanced search opportunities
  • Or, if you want to search for the opportunities within a particular start date and end date, enter the details as shown and click on "Search" icon:
    advanced search
  • The results will be displayed as shown in the image below:
    advanced search results

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