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Similar Opportunity Finder

Providing rapid filtering of Opportunities with a customised search.

Overview

Create a configurable search to filter opportunites in your org. For example, businesses that need to assess opportunites of a similar stage. Simply set stage as one of the filters and you can view all other opps with that stage.

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  • Configurable search criteria - Select the 3 fields that you want to filter by. Works with standard and custom fields that have been added to the opportunity object

  • Create combinations of searches - Each filter uses a checkbox to turn it on. Simply check the box for the filter you want to use. Check 1, 2 or all 3 boxes to find the opportunites most relevant

  • Inline overview of other opportunities with an opportunity record - View the opportunity details of the opportunity that matches your selected search criteria. Easily navigate to that opp also.

Rapidly filter through all opportunities in your org for those businesses that need to assess opportunites by comparison. Configurable search - set three opportunity fields (standard or custom) as your search filters. Create combinations of searches by selecting 1, 2 or all 3 checkboxes. Provides a granular overview of all opportunites to expose relevant ones to the one that you are working on. Easily navigate to that opportunity to get more details.

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

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