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How to Filter Opportunities | Pest AI

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How to Filter Opportunities

Learn how to filter opportunities in your dashboard to efficiently manage and track potential leads.

1. Begin by selecting "Opportunities" in your dashboard.

1 To commence, click on "Opportunities".

2. Next, choose a specific pipeline.

2 Following that, click here.

3. Now, search within the opportunities using keywords.

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4. Then, access advanced filters to refine your selection.

4 Click on "Advanced Filters".

5. Further enhance your filter with an AND condition.

5 Following that, click on "AND".

6. Opt to filter opportunities by their owner.

6 Following that, click on "Owner".

7. Alternatively, filter opportunities based on followers.

7 Click on "Followers".

8. Or, differentiate opportunities by their status.

8 Click on "Status".

9. After setting all filters, confirm by clicking apply.

9 Click on "Apply".

10. For more detailed analysis, select Additional Info.

10 Click on "Additional Info".

11. Confirm your selections and apply additional filters.

11 Then, click on "Apply".

12. Finally, arrange the filtered opportunities as you prefer.

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