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


  • 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 



    • Related Articles

    • What are the contact smart list condition options?

      There are many options to create contact smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the contact smart list. Contact Record Data This option is used to filter contacts based on the ...

    • What are the user smart list condition options?

      There are many options to create user smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the user smart list. To learn how to create a user smart list, follow the instructions here. User ...

    • What are the deals smart list condition options?

      There are many options to create deals smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the deals smart list. Deal Record Data This Condition is used to filter deals based on deals record ...

    • What are the MDF smart list condition options?

      There are many options to create MDF smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the MDF smart list. Activities This Condition is used to filter MDF plans based on activities Amount ...

    • What are the asset smart list condition options?

      In the asset smart list, you will find out which Emails have been downloaded by the users based on the condition you use on both lists. This condition will give us the user count of users who have downloaded the Email 4 times and above. There are ...