coreILLA - Opportunities - How to Search for Opportunities in coreILLA
As your sales pipeline grows, finding specific opportunities quickly becomes more important. coreILLA provides powerful search features that help you locate opportunities based on various criteria, ensuring you can stay organized and focused on the deals that matter most.
This guide will walk you through the process of searching for opportunities in coreILLA, along with tips on how to maximize the efficiency of your searches.
Why Searching for Opportunities Is Important
When you have multiple opportunities in your pipeline, manually browsing through each one can be time-consuming and overwhelming. Searching for opportunities allows you to:
Quickly find and access specific deals.
Filter opportunities based on key criteria like pipeline stage, value, or close date.
Improve your workflow by focusing on the most relevant opportunities.
## # How to Search for Opportunities in coreILLA
coreILLA’s search functionality is simple yet powerful. Here’s how you can find exactly what you’re looking for:
Log in to coreILLA and click on the Opportunities tab from the left-side menu.
You’ll be taken to the Opportunities dashboard, which displays all the deals you’re tracking in your pipelines.
At the top of the Opportunities dashboard, you’ll find the Search Bar.
Type the keyword(s) related to the opportunity you want to find. This can include:
Opportunity Name: You can enter the name of the opportunity, such as “Website Redesign for ABC Corp.”
Untitled step
To perform a basic search, enter relevant keywords or phrases related to the opportunity you're looking for into the search bar. As you type, GoHighLevel will dynamically filter the list of opportunities to display matches that meet your search criteria in real-time.
Search works only after typing a minimum of 3 characters in the search box.
Search does not look for words from the middle of the word. e.g. for the term "Opportunity details", 'Oppor' will return the searched for term but 'tunity' would not.
This guide will walk you through the process of searching for opportunities in coreILLA, along with tips on how to maximize the efficiency of your searches.
Why Searching for Opportunities Is Important
When you have multiple opportunities in your pipeline, manually browsing through each one can be time-consuming and overwhelming. Searching for opportunities allows you to:
Quickly find and access specific deals.
Filter opportunities based on key criteria like pipeline stage, value, or close date.
Improve your workflow by focusing on the most relevant opportunities.
## # How to Search for Opportunities in coreILLA
coreILLA’s search functionality is simple yet powerful. Here’s how you can find exactly what you’re looking for:
Log in to coreILLA and click on the Opportunities tab from the left-side menu.
You’ll be taken to the Opportunities dashboard, which displays all the deals you’re tracking in your pipelines.
At the top of the Opportunities dashboard, you’ll find the Search Bar.
Type the keyword(s) related to the opportunity you want to find. This can include:
Opportunity Name: You can enter the name of the opportunity, such as “Website Redesign for ABC Corp.”
Untitled step
To perform a basic search, enter relevant keywords or phrases related to the opportunity you're looking for into the search bar. As you type, GoHighLevel will dynamically filter the list of opportunities to display matches that meet your search criteria in real-time.
Search works only after typing a minimum of 3 characters in the search box.
Search does not look for words from the middle of the word. e.g. for the term "Opportunity details", 'Oppor' will return the searched for term but 'tunity' would not.
Updated on: 10/22/2024
Thank you!