You can set filters on the following fields:
Filter | Description |
---|---|
Status Filter | Enter a status code if you want the program only to display opportunities that are currently assigned that particular status code. |
Chances of Success % Filter | Enter a percent if you want the program only to display opportunities with this chance of success. |
Probability % Filter | Enter a percent if you want the program only to display opportunities with that particular probability. |
Completed % Filter | Enter a percent if you want the program only to display opportunities with that degree of completion. |
Est. Value Filter | Enter an amount (LCY) if you want the program only to display opportunities assigned that estimated value. |
Calc. Current Value Filter | Enter an amount (LCY) if you want the program only to display opportunities with that calculated current value. |
Sales Cycle Filter | Enter a sales cycle code if you want the program only to display opportunities created using that particular sales cycle. |
Sales Cycle Stage Filter | Enter a sales cycle stage code if you want the program only to display opportunities currently under that particular sales cycle stage. |