Filters in the Opportunities Window
You can set filters on the following fields:
| Filter | Description |
|---|---|
Status Filter |
Enter a status code if you want the program only to display opportunities that are currently assigned that particular status code. |
Chances of Success % Filter |
Enter a percent if you want the program only to display opportunities with this chance of success. |
Probability % Filter |
Enter a percent if you want the program only to display opportunities with that particular probability. |
Completed % Filter |
Enter a percent if you want the program only to display opportunities with that degree of completion. |
Est. Value Filter |
Enter an amount (LCY) if you want the program only to display opportunities assigned that estimated value. |
Calc. Current Value Filter |
Enter an amount (LCY) if you want the program only to display opportunities with that calculated current value. |
Sales Cycle Filter |
Enter a sales cycle code if you want the program only to display opportunities created using that particular sales cycle. |
Sales Cycle Stage Filter |
Enter a sales cycle stage code if you want the program only to display opportunities currently under that particular sales cycle stage. |