Leveraging Table Filters & Search

Goal: Top-Down View of Specific User's Opportunities by Selected Stage

  1. Combine the Owner & Stage Filters to your advantage

Now we're seeing a table of Serafina's Quotation Given Opportunities
We can use the 'Column Sort' options to get a top-down view

 

We can also see a total for this table by looking at the 'Amount Summary' at the bottom of the table

What if we wanted to see Serafina's Quotation Given Opportunities that are Universities?

We can leverage the 'Search' filter to add customization to our filters

By searching by 'University' we're now only selecting Companies that have 'University' in the name

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