Advanced Filters in All Opportunities
I think that there is a great need to add advanced search features to the Opportunities. There are many opportunities belonging to one client and I log them into Opportunities. But I need to filter these opportunities by tags. It would be very helpful if we could do this in the same way as Contacts.
LABS Team
shared this idea
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You now have the ability to advance search (including tags) within the All Opportunities table!
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Has the new "All Opportunities table" solved these issues?
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Gilles Plourde
commented
The Advanced filters should offer Date Created / Date Edited as well as other key dates of Opportunities such as Appointment dates, Contract date... And the ability to create SmartViews
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LABS Team
commented
It would be very helpful to be able to search in the search bar by a client and by an agent so that way if there are a lot of clients with the last name of Johnson, you could narrow it down faster by adding the agent to search.
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LABS Team
commented
would really like a search function on the main sales pipeline page to be able to search listing and buyer opportunities.