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Búsqueda de registros de oportunidad

Introducción

Puede crear y guardar una o más búsquedas de oportunidades que le ayudarán a ver y administrar fácilmente sus oportunidades. Estas búsquedas se pueden agregar a su página de inicio de usuario utilizando  widgets. Cuando crea una búsqueda guardada, guarda un conjunto de criterios que determinan qué registro de oportunidad aparece en los resultados de la búsqueda. Las oportunidades reales que aparecen en los resultados cambiarán automáticamente a medida que cambie la información en los registros de oportunidad (es decir, la etapa, la fecha de la siguiente acción, etc.). Está creando una lista dinámica de oportunidades.

Instrucciones paso a paso

1 - Vaya a CRM> Oportunidades en el menú de navegación principal.

2 - Haga clic en el botón Star Over para borrar los criterios de búsqueda anteriores

3 - Ingrese los criterios de búsqueda de oportunidades de una o más de las pestañas para producir una lista de oportunidades específica.
(Por ejemplo, oportunidades con las próximas acciones que están vencidas o vencidas hoy día).

4 - Haga clic en el botón Buscar en la parte inferior y verifique que los resultados cumplan con sus expectativas.

5 - (Opcional) Haga clic en el botón Editar criterios / columnas ... para ajustar los criterios de búsqueda o para agregar y quitar columnas de los resultados de búsqueda.

Haga clic en Aceptar para aplicar los cambios.

6 - Haga clic en el botón Guardar para nombrar y guardar la lista dinámica para un acceso rápido en el futuro.

Las oportunidades de la lista se actualizarán automáticamente. Está guardando los criterios, no una lista específica.

 - Nombre: Introduzca un nombre corto y descriptivo para la búsqueda. Este nombre se mostrará en los menús desplegables personalizados.

 - Compartir la búsqueda: haga clic en el nombre de los usuarios que necesitan ver esta búsqueda. Haga clic en Todo el mundo para compartir la búsqueda con todos los usuarios. Nota: Mantenga presionada la tecla CTRL en su teclado para seleccionar más de un usuario de la lista.

 - (Opcional) Marque la casilla de verificación Añadir esta búsqueda a la casilla de inicio del usuario si desea agregar un widget de búsqueda guardado a su página principal. El widget de búsqueda guardado mostrará las primeras 20 oportunidades en la lista y un enlace para ver la lista completa de personas.

7 - Haga clic en el botón Guardar para guardar su búsqueda.

8 - Haga clic en el botón Opciones cuando vea una búsqueda guardada para modificarla, agreguela a su dashboard, compartirla o crear un informe de correo electrónico automatizado.

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