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Mastering Opportunity Filtering: Streamline Your Sales Process
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'.
2. Click on the three dots to locate these options.
3. Proceed by selecting 'Advanced Filters' to refine your listing.
4. These are the available filters you can use in filtering opportunities.
5. Click Sort filter to open sorting options.
6. These are your choices when you sort out your opportunities.
7. Use the search bar to find specific opportunities more quickly.
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