Sales Management Opportunities Opportunity List Definitions
Definitions of the Opportunity List (continued)
Opportunity List Filters
Each filter available is listed and described below.
Sales Department - Each Salesperson is assigned to one or multiple Sales Departments. When a new Prospect is created this is a required field. Your company may have one or multiple Sales Departments. The User may filter the Opportunity list by selecting a single Sales Department from the drop-down list. The default is All Sales Departments. Your company creates the list of Sales Departments available for selection. Sales Department codes are created and maintained in SedonaSetup.
Salesperson - Each Prospect is assigned to a Primary Salesperson and an optional 2nd Salesperson. This filter only works with the Primary Salesperson assigned to the Prospect. The User may filter the Opportunity list by selecting a single Salesperson from the drop-down list. The default is All Salespeople.
Status - A Status is a required field on each Opportunity record. The Status is designed to describe where the Opportunity is in the Sales Cycle. The User may filter the Opportunity list by selecting a single Status code from the drop-down list. The default is All Statuses. Your company creates the list of Statuses available for selection. Status codes are created and maintained in SedonaSetup.
Source - The Source is a required field on each Opportunity record. The Source is designed to describe how the Prospect heard about your company. The User may filter the Opportunity list by selecting a single Source code from the drop-down list. The default is All Sources. Your company creates the list of Sources available for selection. Source codes are created and maintained in SedonaSetup.
Date Range - There are two date field filters provided to search for Opportunity records created within a date range. The first date field is used as the from date and the second date field is used as the to date.
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