Feature Release Date: 28 December, 2024
With our latest enhancement, you can now filter by probability and save lists for both ‘Auto No Home’ and ‘Home No Auto’ opportunities.
Use Case: Quickly identify high-potential opportunities and efficiently save them for targeted follow-up actions.
To View the Enhancement:
Filter Data for Auto No Home & Home No Auto:
- Navigate to the Opportunities Module.
- For “Auto No Home” and “Home No Auto,” click on the filter icon to filter by probability.
- A panel will open where you can filter the probability based on your desired percentage. (suppose you set to 80-90)
- Next, click Apply.
- The accounts with a probability of 80-90 for Auto No Home will display the data as shown above.
Save as List:
You can also save the displayed probability data as a list.
- Click on Save as List option
- A panel will open where you can choose to save the list as either Accounts or Contacts.
- Next, be sure to add a List Name.
- Click Save.
To access the Saved List:
- Engagement module>List> list library.
