How do I create an advanced search list for opportunities?
If you are managing a large number of Opportunities, an automated search list can allow you to easily sort your opportunities based on whatever parameters you set.
Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings and customization. Contact your platform administrator, Support Team or Consultant for further assistance if you can’t find the selection noted.1. Go to the opportunities section of the software. In most accounts, this will be under Manage > Opportunities.
2. Click on "Advanced Search"
3. Click "Create Search List"
4. Type in a name for your search list and then click on the "arrow" icon.
Optional information fields:
A. Description: add any relevant explanatory notes and comments
B. Filters: add search filter tags
5. Use the drop-down menus to create a Condition Filter, when you have made your selections, click "Add". Repeat for each Condition Filter.
6. Select any Condition Filters you wish to apply to your list, and then click on the "arrow" icon.
Filters Added Options:
A. Select Filters
B. Advanced (apply Filters in AND/OR combinations)
7. If you wish to receive email and/or dashboard notifications when the list receives new entries, click on email and/or notification check boxes respectively. Otherwise, click "Finish".
Notification Options
A. Email
B. To Do (Dashboard Notification)