CRM - Filter and Organize Opportunities

In the CRM, it is possible to filter and organize opportunities to make it easier to view deals and better track the progress of the sales funnel.

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Opportunity Sorting

In addition to filters, the CRM allows organizing opportunities by sorting, making it easier to prioritize and analyze deals.

Sorting direction

You can define the sorting direction:

• Ascending – from smallest to largest or from oldest to newest.

• Descending – from largest to smallest or from newest to oldest.

Sort by

Opportunities can be organized by the following fields:

• Title

• Value

• Loss reason

• Win reason

• Expected closing date

• Loss date

• Win date

• Reopen date

• Creation date

• Update date

This feature helps visualize, for example, the most recent opportunities, the highest-value ones, or those nearing closure.

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Standard Filters

The standard filters allow you to quickly find opportunities using common CRM criteria.

It is possible to filter by:

• Status

• Responsible party

• Archived only

• Creation date

• Expected closing date

• Created on

• Value from

• Last activity

• Expected close date

• Last message sent

These filters help locate specific opportunities and better track deal progress.

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Advanced Filters

In addition to standard filters, the CRM also allows using advanced filters.

With this feature, you can create custom filters using conditions, allowing you to find opportunities with more specific criteria.

Advanced filters are useful for more detailed analyses, such as identifying opportunities that meet multiple criteria at the same time.

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Benefits of using filters and sorting

• Better sales funnel organization

• Quick location of opportunities

• Greater control over deals

• Better lead prioritization

• Support in management and monitoring of the sales team.