How to filter opportunities

Overview

This guide will show you how to view and filter your sales opportunities stored within sales-i. Please note: This feature is currently only available on the desktop version of sales-i.

Desktop

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Step 1: Click Control Panel

From the black navigation bar at the top of the screen, click CONTROL PANEL.

Step 2: Click Reporting

Choose Reporting from the options on the left hand side of the screen.

Step 3: Click CRM Reporting

Select CRM Reporting from the menu in the middle of the screen.

Step 4: Click VIEW REPORT

Now you want to select the Sales Opportunities report.

To do so, click VIEW REPORT in the Sales Opportunities section.

Step 5: Click the blue filter line

To open up the filter options click anywhere on the blue Filter line.

If you are a Sales User, you can now filter your opportunities, set a date range or view opportunities by status.

If you are a Power User or a Team Leader you can also select to view other Sales rep's opportunities as required.

Step 6: Select Filters

Use the filtering options to narrow down your search for opportunities and then click Apply Filters.

From the results, you are also able to Print or Export a list of your current opportunities too.