How do I filter opportunities?

The power of opportunity management lies in the ability to quickly filter and isolate a specific type of opportunity for marketing purposes (callbacks, email campaigns, etc.). Filtering is done in the same manner as all other Sellsy lists (from the search module on the top left of the page):

You can easily filter your opportunities by status, date, prospect, client, source, pipeline, and staff. Two buttons allow you to select a range of probability percentages.

The opportunities list is updated in real-time and dynamically displays the total potential revenue on the right of the screen:

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