By default, all the available opportunities are displayed in the Opportunities list. To open it, just click the Opportunities link on the left-side panel.
Select the necessary opportunity from the list. To facilitate the search, make use of our filter at the top of the list.
Click the button and select one of the options:
Responsible is used to display the opportunities assigned to you or to a specified user only;
Due date is used to display the opportunities with a specified due date;
Participant is used to display the opportunities with a specified participant only;
Contact is used to display the opportunities linked with a specified contact only;
With tag is used to display the opportunities with a specified tag only.
Stage/Stage type list is used to display the opportunities at a certain stage or of a certain stage type;
You can also use the wildcards to filter your opportunities:
- use the question mark ? to perform the single-character wildcard search. For example, when you use the Sm?th query, it will return results for Smith and Smyth.
- use the asterisk * to perform the multiple-character wildcard search. For example, to search for all the words beginning with O, use the O* query
- use the tilde ~ at the end of the word to search for the words similar in spelling.
To create a new opportunity follow the instructions here.