coreILLA - Opportunities: Mastering Filtering Opportunities in coreILLA A Guide to Boost Your Sales Efficiency

Managing and tracking opportunities is essential for any business, but as the number of deals in your pipeline grows, it can become overwhelming. The ability to filter opportunities in coreILLA allows you to narrow down the list and focus on what matters most. Whether you want to view deals by stage, value, or expected close date, filtering opportunities helps you stay organized and proactive in managing your sales pipeline.

What Are Opportunities in coreILLA?
In coreILLA, opportunities represent potential sales or deals that you’re tracking through various stages in your pipeline. Filtering these opportunities is a crucial feature that helps you prioritize deals and make more informed decisions about where to focus your time and energy.
Why Filtering Opportunities Is Important
Filtering opportunities helps you streamline your workflow by enabling you to:

• Focus on high-priority deals.
  
• Organize your sales efforts based on deal stage, value, or expected close date.
  
• Quickly identify bottlenecks in your sales process.
  
• Ensure you’re working on opportunities that are most likely to close.

1. Click on Opportunities
   

2. Click on Advanced Filters
   

3. Filter Conditions

Two types of filter conditional logic are possible: AND and OR

• AND - Every condition must be met for each opportunity
  
• OR - At least one condition must be met for each opportunity
  
  These filter conditions can be changed using the toggle on the top right of the filter right sidebar

4. Filter Types

1. Standard Filters - Based on opportunity activity and standard fields
   
2. 1. Owner
      
   2. Status
      
   3. Campaign Type - This filter allows you to filter based on which campaign the opportunity was created from in case it was created from a campaign. You can find campaigns in the platform under Automations. Please note any further development on campaigns has been discontinued. 
      
   4. Last Stage Change
      
   5. Created on
      
   6. Updated on
      
   7. Lead Value
      
   8. Opportunity won on
      
   9. Opportunity lost on
      
2. Custom Filters - Filters for Custom fields in opportunities (except File Upload and Signature Field)

Updated on: 10/22/2024