What are the opportunity smart list condition options?

What are the opportunity smart list condition options?

There are many options to create opportunity smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the opportunity smart list.


  • Account Name

This option is used to filter opportunities based on account name


  • Amount

This option is used to filter opportunities based on amount


  1.  A new condition has been added to the Opportunity search list on the Opportunity page, Company Opportunity list, and Automation workflow. This condition allows you to filter opportunities based on the associated contacts.

                     The available values for this condition are:         

  1.  Equal
  2. Greater than
  3. Less than
  4. Between
  5. Not Between

You can set up the list based on your requirements.


  • Closed Lost Details

This option is used to filter opportunities based on closed lost details

  • Null

  • Need

  • Timing

  • Price

  • Competition

  • Feature

  • Qualification

  • Contract Terms

  • Other

  • Is Empty


  • Closed Won Details

This option is used to filter opportunities based on closed won details

  • Null

  • Need

  • Timing

  • Price

  • Competition

  • Feature

  • Qualification

  • Contract Terms

  • Other

  • Is Empty


  • Created By

This option is used to filter opportunities which are created by the selected user


  • CreatedOn

This option is used to filter opportunities based on created date


  • DefaultCurrency

This option is used to filter opportunities based on currency


  • Description

This option is used to filter opportunities based on description


  • Document(s) uploaded

This option is used to filter opportunities based on document uploaded


  • Expected Close

This option is used to filter opportunities based on expected close date


  • Image(s) Uploaded

This option is used to filter opportunities based on images uploaded


  • InterestStatus

This option is used to filter opportunities based upon interest status


  • Market

This option is used to filter opportunities based upon market type

  • Other

  • Advertising and Design

  • Banking

  • Competitors

  • Construction

  • Consulting

  • Distribution

  • Education

  • Energy

  • Finance

  • Franchise

  • Government

  • Healthcare

  • Industrial

  • Insurance

  • Internet Service Provider

  • Manufacturing

  • Media

  • Mortgage

  • Network Marketing

  • Not for Profit

  • Real Estate

  • Retail

  • Technology

  • Transportation

  • Utilities

  • Is Empty


  • Opportunity Name

This option is used to filter opportunities based upon opportunity name


  • Owned By

This option is used to filter opportunities based upon owned by selected user


  • Score

This option is used to filter opportunities based upon score


  • ShareOpportunity

                         This option is used to share opportunities with users from the same organization or company.

  • Stage

This option is used to filter opportunities based stage of opportunity


  • Stage Details

    • This option is used to filter opportunities based upon details of the stage


  • Status

                     This option is used to see the status of the opportunity

                

  • Live

  • Inactive

  • Closed Won

  • Closed Lost


   

  • Type

This option is used to filter opportunities based upon types

  • New Account

  • Existing Account

  • Project Based

  • Is Empty


  • UpdatedOn

    • This option is used to filter opportunities based on updation 



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