Leveraging Table Filters & Search
Goal: Top-Down View of Specific User's Opportunities by Selected Stage
- 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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