Opportunities Overview | StrideSalesCRM.com
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Transcript
404 words[Music] opportunities overview this video is an overview of your opportunities section and a look with inside the opportunities tab and the various things you can do within here to begin with as you can see these are all of the opportunities or leads within your system whichever you prefer to call them here you have the option to filter the date that you'd like to view by you can view all time you can view smaller increments or you can even view larger increments
All the way back to last year if you have any specifications of a time frame you'd like to view for your leads this is where you can do that you can view the date that the leads were added and if you want them to be in ascending or descending order you can also filter that way as well here you can select the particular pipeline you'd like to view if you have multiple pipelines you can also view by owner you can select
The owner if you have assigned a contact or lead to a specific person you can also filter by campaigns choose a particular option from the drop-down moving on here is where you can view all leads or you can filter by status such as open won lost or abandoned so however you've set up your system you have many options for how to view all of your leads or opportunities accordingly here is where you can manually add a new opportunity with this icon
You can click it to download all of your opportunity information and right here you can view additional information using this tool to give you more options for filtering the opportunities section of your system you can check or uncheck these various options to view specific information there are several choices for you to choose from including task calendar event note company name hide tags or hide assigned to you can check or uncheck these various options to show or hide your leads and information
Accordingly again you can completely customize this view and how you manage this section of your system it's great and convenient how much you can customize here for your own use so this is a general overview of the opportunities tab feel free to customize as you best need to use it for your own business that's all for now you're all set you
