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Mastering Opportunity Filtering: Streamline Your Sales Process | SURPLUS SYSTEMS

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Mastering Opportunity Filtering: Streamline Your Sales Process

Enhance your ability to track and prioritize opportunities, focusing efforts on the most promising prospects.

1. To navigate opportunities, go to 'Deals'.

1 Click here.

2. Click on the three dots to locate these options.

2 Click here.

3. Proceed by selecting 'Advanced Filters' to refine your listing.

3 Click on "Advanced Filters".

4. These are the available filters you can use in filtering opportunities.

4 Click here.

5. Click Sort filter to open sorting options.

5 Afterwards, click on "Sort (1)".

6. These are your choices when you sort out your opportunities.

6 Click on "Sort By".

7. Use the search bar to find specific opportunities more quickly.

7 Click on the element.

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