Overview
Effective management of sales opportunities is crucial for understanding pipeline health and partner performance. This module gives administrators a comprehensive view of all opportunities, whether they originated from partner lead submissions, deal registrations, or direct vendor input. By providing tools to filter, sort, and customize the displayed data, administrators can quickly identify high-value opportunities, monitor sales stages, and assess expected close dates, enabling proactive support for partners and informed strategic decisions.
Accessing and Viewing Opportunities
Click Opportunities in the left navigation panel.
Click the arrow icon to collapse the left navigation panel.
Customizing and Saving Views
This filter panel provides users with the tools to refine and customize their view of the Opportunities list. It allows for dynamic filtering of the displayed data based on various opportunity attributes, helping users focus on specific subsets of opportunities. Additionally, it enables users to select which data columns are visible in the main list view, tailoring the display to their analytical or operational needs. Users can also save their configured filter and column selections as named configurations for quick recall and reuse, streamlining future data analysis and reporting tasks within the module.
Configure the filter criteria and select the columns to display for the Opportunities list view.
Buttons
| Button | Description |
|---|---|
| Add | A button to add the selected field from the dropdown as a filter option. |
| Save Filter | A button to save the current filter and column configuration under the specified name. |
Fields
| Field | Description |
|---|---|
| Add Additional Fields for Filter | A dropdown menu to select additional fields that can be used to filter the Opportunities list. |
| Select | The dropdown control for adding additional filter fields. |
| Insert Filter Configuration Name | An input field to enter a name for the current filter and column configuration to save it for later use. |