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Filter Opportunities

OBJECTIVE

To filer Opportunities in ConstructionOnline.

STEPS TO FILTER OPPORTUNITIES 

A. Filter by Status, Source, Type, & Sales Rep:

  1. Navigate to Opportunities via the Left Sidebar
  2. Locate the Opportunity Filters pane
  3. Make a selection from the dropdown menu of each desired Filter
  4. Click the Lock icon on the right to Lock the Filters

    C: Filter by Stage:

    1. Navigate to Opportunities via the Left Sidebar
    2. Locate the Opportunity Stages pane
    3. Click on the desired Stage

    C: Filter by Date Created:

    1. Navigate to Opportunities via the Left Sidebar
    2. Click the Date Created button at the top right of the Opportunities pane 
    3. Select the desired Date Type, Date Range, and Start/End Date
    4. Click Apply

    HAVE MORE QUESTIONS?

    • Frequently asked questions (FAQ) about Opportunities can be found in the article FAQ: Opportunities. 
    • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.