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Filtering Opportunities
Users can filter opportunities using options such as My Opportunities, My Team, Open, Closed, and Lost. Opportunities can also be filtered directly from the grid columns for quick refinement.
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Creating Opportunities
A “+” icon is available to create a new opportunity, which redirects the user to the opportunity creation page for easy setup.
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Searching Opportunities
The search bar allows users to quickly find opportunities, with real-time suggestions displayed as the user types, enabling faster access to relevant records.
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Opportunity Grid
All opportunities are displayed in a grid view showing key details. The grid can be sorted by any column, providing users with a flexible and customizable way to organize data.