---
title: Working with Opportunities
description: "![Working with Opportunities](https://www.ibe.net/wp-content/uploads/Working-with-Opportunities.png) ## 1) 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. ## 2) Creating Opportunities…"
url: "https://www.ibe.net/docs/working-with-opportunities/"
updated: "2026-01-05"
category: "CRM & Sales / Opportunity"
---

# Working with Opportunities

![Working with Opportunities](https://www.ibe.net/wp-content/uploads/Working-with-Opportunities.png)

## 1) 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.

## 2) Creating Opportunities

A **“+” icon** is available to create a new opportunity, which redirects the user to the opportunity creation page for easy setup.

## 3) 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.

## 4) 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.