: : Searching and filtering an opportunity

Through the drop-down fields

Through the drop-down fields From the Opportunities screen, select the fields at the top of the screen to sort your display:

Via the Filter field

From the Opportunities screen, enter in the Filter all or part of the opportunity description field.

Note: this feature allows you to filter the customer name and opportunity only. It only works on the opportunities displayed on the screen, which is convenient when there are many. The filter will not search the entire opportunity list.