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Sorting and Modifying Columns in the Opportunity Manager

Article: 000050754
Updated: October 6, 2023

Opportunities help keep your sales data organized. In the Opportunity Manager you'll see your opportunities in a table format. Learn how to sort your data and select which columns to include.

Opportunities are created and added to the Pipeline to monitor progress across deal stages in the sales process. Opportunities contain information about a deal, including the likelihood to close the deal, the value of the deal, and company information. Opportunities can be created in the Opportunity Manager, from the sales pipeline, or from a contact record. 

The sales pipeline displays opportunities in a progression format, helping you visualize where a deal sits in the pipeline, while the Opportunity Manager displays all opportunities in a table format, helping you explore all available opportunities and select the one you need.

This article will show you how to sort and modify the columns displayed in the Opportunity Manager table.   

 
Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons 

 

Sorting and Modifying Columns

You can sort through the columns that appear in the opportunity manager and also choose which fields you want to see as columns. Click the    ascending or     descending arrows next to column titles to sort columns by lowest and highest, oldest and newest, or least and most. 


Sorting columns in the opportunity manager

 

Within the Opportunity Manager, you'll see the following fields by default: 

  • Opportunity Name
  • Value
  • Close Date
  • Date Created
  • Date Last Updated

You can modify which fields are displayed as a column, removing the default fields, or adding one of the following fields:

Note: The Opportunity Name field cannot be removed from view.
  • Assigned To
  • Sales Pipeline
  • Stage Status
  • Probability to close
  • Products
  • Active
  • Primary Campaign
  • Opportunity Campaign
  • Primary Lead
  • Pinned Note
  • Opportunity ID
  • Opportunity CRM ID
  • Expected Value

Modify Columns in the Opportunity Manager

 

You may also add any set custom fields as a column. 


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