Searching using the Filter option For Opportunities

Expand Leads and Opportunities tab an click Opportunity Funnel.

On the Opportunity Funnel page click "Filters" button.

 

On the Opportunity Funnel Filter page:

 

You can filter via:

Opportunity ID - this must be the exact OPP ID (useful if you know exactly what you are looking for).

Opportunity Name - you can search the key word, any Opportunity name that has that keyword will show on the menu.

Sales Rep - to choose which assignee you want to show.

Stages -  Filtering by one or more sales stages.

Forecast Date - you can filter by Forecast date range, from Start date to End date.

 

 

 

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