WPCRM Online Help Center

Save an Opportunity Search for Future Use

Save an Opportunity Search for Future Use

Previous topic Next topic  

Save an Opportunity Search for Future Use

Previous topic Next topic  


1.Click the Forecasting tab. The Opportunity home screen will display.

2.Click the Locate tab to search for opportunities.

3.The Advanced Search gives you the ability to search within your Custom Opportunity Fields.

4.To save these opportunity search results for future use, click the Saved Search button. The Saved Search dialog window will display.




5.Select either:



a. Create new saved search to create a new list.

i.Fill in Save As with the name of the list you are creating.

b. Update existing save search to update an existing list.

i.Select Saved Search you want to update from list of existing saved searches.

ii.Change Search Name if desired.

6.Select Save as static list to save the search results as a list on its own... not the search criteria. This will be a static list of Opportunities that will remain the same even if the details of any individual Opportunity on the list are changed. A Saved Search that was already created, can be updated to be saved as a static list as well.

7.Select Make this my default view to have this saved search list load upon entrance of the opportunity locate screen.

8.Select Save as shared search to make the contents of this saved search list available to other users.

9.Click OK to close and save.