This serves as a summary of the opportunities tab, providing an initial glimpse into your opportunities or leads, as per your preference.
Step 1: Filtering Your Opportunities
- Within the Opportunities section, there are choices for filtering to narrow down specific opportunities within defined time frames. Options include viewing data for all time or selecting varying time increments.
- Should you have specific time criteria for reviewing your leads, this is the section where you can customize that.
- You have the ability to observe the date when leads were added.
- Additionally, you can arrange them in ascending or descending order.
- Filtering options also extend to pipeline, owner, and campaigns.
Step 2: Adding a New Opportunity
- Initiate the process by clicking on +New and completing the details in the pop-up window to generate a new opportunity.
Step 3: Downloading Opportunity Details
- Access opportunity information by clicking on the download icon.
Step 4: Utilizing “Additional Info” for Filtering
- This segment retains your previous selections, allowing you to filter leads based on assigned tasks, calendar events, notes, and more.
While exploring your opportunities, clicking into a specific one enables you to view tags, initiate a conversation, contact the person, add tasks, and more!