Custom Filters for Opportunities
Custom filters allow you to filter the list of opportunities by different criteria that you specify. It's similar to the custom filters we previously released for the contact list and organization list.
You could filter the opportunity list for something like: "Open opportunities where Anthony is responsible and the bid is over $50k". You can then save that filter and bring it up at any point in the future by selecting it from the list. We'll show you how to create this filter below.
Creating a Custom Opportunity Filter
To create a new filter, select "Create New Filter" from the view menu in the Opportunity list shown below in red.
You can then enter in new criteria on each line to build up your filter. For the example above, we've created a new custom filter for Jim with three criteria. We're going to save it for future reference as "Anthony's big deals", as shown below.
After you have selected each criteria, click the 'Add' button to save that criteria. To delete a criteria you have saved by mistake, click the small trash can icon to the right of the line. When you're happy with the filter, you can enter a name and save it for future recall. (Shown below in red)
The results of the filter will be listed below the filter box in real time as you build up each filter line. You can also order your results by the 'Order By' drop down at the top of the list. You might want to order the list from biggest opportunities by dollar value first, or by deals with a forecast close date in the near future first. (Shown below in red)
Note that for the filter values for "Opportunity Bid Amount" and "Probability of Winning", you can just put in the number - you don't need to put the $ sign or the % sign.
Exporting your filtered list
To export the list of Opportunities included in the filter, first click the checkbox in the header to highlight all the Opportunities. You can then click the "Export" link that pops up in the blue box to export the entire list as a CSV file, which you can then open up in a tool like Microsoft Excel (as shown below in red).
Project filters are very similar to Opportunity filters but operate within the Projects tab, and have filter criteria options that are applicable to Projects rather than to Opportunities. You can create a new filter by selecting "Create New Filer" from the "View" drop down under the Projects tab as shown below. Entering filter criteria and saving the filter is the same as for Opportunity filters detailed above.