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home/Knowledge Base/CRM/Opportunities/Filtering an Opportunity
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Filtering an Opportunity

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To Filter the Opportunities, click ‘Filter’.

You can Filter by:

  • My Company – You may be added to more than one company
  • Owner – You can search for more than one owner at a time
  • Status – These are the opportunity stages

Viewing Lost Opportunities

Viewing Won Opportunities

 

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