Using Advanced Search in the Opportunity Manager

Opportunities help keep your sales data organized. In the Opportunity Manager your opportunities will be presented in a table format. Learn how to use the Advanced Search feature to pinpoint opportunities in your database based on specified parameters.

Creating Advanced Searches

The Advanced Search function provides more complete filtering of search results than the standard search toolbar. Advanced Search is a more direct search tool that allows you to modify your search terms for a more focused result.

Advanced Search has search fields for many different parameters. Advanced Search even allows for custom search fields based on the various fields attributed to your accounts.

To use Advanced Search in the Opportunity Manager, start from the Sales > Opportunity Manager in the left toolbar.

1. Click Advanced.
2. Select applicable search filters in the Account, Campaign, Lead, or Opportunity sections.
    
   Note: Click Reset to clear all search filters.
3. Optionally, add other system or custom fields.
   
   

    

4. Enter or configure any necessary options for the desired filters.
5. Click Search.
   
   

    

Adding Fields to Advanced Searches 

There may be times when the default fields in the Advanced Search panel are not relevant to your search. It may be that other fields may contain information that is better suited to your search. You can add or remove system or custom fields to an advanced search as necessary.

To search for system or custom fields, start from the Sales > Opportunity Manager in the left toolbar.

1. Click Advanced.
2. Click + Add Fields in the Advanced Search popout. 
3. Click the checkboxes for the desired system or custom fields.
    
   Note: Click Reset to clear all search filters.
   
   

    

4. Enter or configure any necessary options for the desired fields and click Search.
    
   Important: Be aware that you cannot overwrite an advanced search when attempting to save new parameters. You will need to save the updated search under a new name.
   
   

    

Saving Advanced Searches

You can save an advanced search for future use. This allows you to pull up an advanced search without needing to enter search parameters.

To save an advanced search, start from the Sales > Opportunity Manager in the left toolbar.

1. Click Advanced.
2. Select applicable search filters then add and configure any other needed system or custom fields. 
3. Click Search.
   
   

    

4. Click + Create View.
   
   

    

5. Enter a name for the advanced search in the Name this search field.
    
   Note: Optionally, click the Make this my default search checkbox.
6. Click Save.
   
   

    

    
   Important: Be aware that you cannot overwrite an advanced search when attempting to save new parameters. You will need to save the updated search under a new name.

Using Saved or Recent Advanced Searches

You can open and use a previously saved advanced search.

To use a saved or recent advanced search for another advanced search, start from the Sales > Opportunity Manager in the left toolbar.

1. Click Advanced Search.
2. Click the    Searches drop-down menu.
3. Select the desired search.
   
   

    

    
   Note: Your three most recent searches will autosave under Recent Searches.

Editing Saved Advanced Searches

You can edit the name and default status of an advanced search as needed.

To edit an advanced search, start from the Sales > Opportunity Manager in the left toolbar.

1. Click Advanced.
2. Click the    Searches drop-down menu.
3. Hover over the desired search and click    Edit.
   
   

    

4. Enter a name for the advanced search in the Name this search field.
    
   Note: Optionally, select Make this my default search and/or Make this search available to all users.
5. Click Save.
   
   

    

    
   Important: Be aware that this does not change the search parameters, and you will need to save any new parameters as a different advanced search.

Deleting Saved Advanced Searches

You can delete an advanced search at any time. 

To delete an advanced search, start from the Sales > Opportunity Manager in the left toolbar.

1. Click Advanced.
2. Click the    Searches drop-down menu.
3. Hover over the desired search and click    Edit.
   
   

    

4. Click Delete Search. 
   
   

    

5. Click Delete.
   
   

    

Setting Default Saved Advanced Searches

You can set an advanced search to display certain information by default every time you access the Account Manager.

To set or remove a saved search as a default search, start from the Sales > Opportunity Manager in the left toolbar.

1. Click the saved searches dropdown. 
2. Hover over the desired saved search and click    Make this your default search to set the search as default.
   
   

    

   Note: Click    This is your default search to remove the default status.

Questions?