Searching for Opportunities

The CRM provides robust search functionality to help you quickly locate specific opportunities, saving time and improving efficiency. This guide explains how to use the search feature within the Opportunities section.

Accessing the Opportunities Section

To begin, log into your CRM account and open your sub-account. From the sidebar menu, select the Opportunities section.

Using the Search Bar

At the top of the Opportunities page, you will find a search bar. This tool allows you to enter keywords, phrases, or specific criteria to find opportunities that match your query. You can search by opportunity name, phone number, email address, company name, tags, or contact name.

Performing a Basic Search

To conduct a search, type relevant keywords or phrases into the search bar. The CRM will automatically filter the list of opportunities in real-time as you type, showing only those that meet your criteria. Note that the search requires a minimum of three characters to begin filtering results. The search function matches from the beginning of words only; for example, searching for 'Oppor' would find 'Opportunity details', but 'tunity' would not.