Opportunities are created and added to the Pipeline to monitor progress across deal stages in the sales process. Opportunities contain information about a deal, including the likelihood to close the deal, the value of the deal, and company information. Opportunities can be created in the Opportunity Manager, from the sales pipeline, or from a contact record.
The sales pipeline displays opportunities in a progression format, helping you visualize where a deal sits in the pipeline, while the Opportunity Manager displays all opportunities in a table format, helping you explore all available opportunities and select the one you need.
This article will show you how to sort and modify the columns displayed in the Opportunity Manager table.
Trial | ✓ | |
Essential | ✓ | |
Advanced | ✓ | |
Ultimate | ✓ |
Administrators | ✓ | |
Company Managers | ✓ | |
Marketing Managers | ✓ | |
Sales Managers | ✓ | |
Salespersons | ✓ | |
Jr. Salespersons | ✓ |
Sorting and Modifying Columns
You can sort through the columns that appear in the opportunity manager and also choose which fields you want to see as columns. Click the ascending or
descending arrows next to column titles to sort columns by lowest and highest, oldest and newest, or least and most.
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Within the Opportunity Manager, you'll see the following fields by default:
- Opportunity Name
- Value
- Close Date
- Date Created
- Date Last Updated
You can modify which fields are displayed as a column, removing the default fields, or adding one of the following fields:
- Assigned To
- Sales Pipeline
- Stage Status
- Probability to close
- Products
- Active
- Primary Campaign
- Opportunity Campaign
- Primary Lead
- Pinned Note
- Opportunity ID
- Opportunity CRM ID
- Expected Value
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You may also add any set custom fields as a column.