Used to access the sales opportunities according to the filter conditions specified in the sales opportunities list. The filter options are as follows:
Filter | Value |
Salesperson | Group / Range |
Number | Group / Range |
Date | Start / End |
Description | Group / Range |
Aux. Code | Group / Range |
Auth. Code | Group / Range |
Status | Opportunity / Analyzing / Potential / Interviewing / Waiting / Proposal / Contract / Cancel / In Force / Completed |
Contact | Group / Range |
Estimated Expiration Date | Start / End |
Expiration Date | Start / End |
Success Rate | Info entry |
Estimated Income | Info entry |
F. Currency Type | Currency types |
Income in F.C. | Amount range |