Information about Opportunity filters
Release Date : 11th October 2025 We have introduced a new enhancement under the Opportunities Module. A new column for Email and Phone has been
Feature Release Date: 28 December, 2024 A new CSR option has been added to the Group By feature within the Opportunities module for Renewals, X-Dates,
An enhancement has been made to the Opportunities section, introducing the capability to group by X-Date based on Agent, Executive, and Representative roles. This allows
In this article, you will learn: Contacts Opportunities CSR list filter added in Contacts and Opportunities. Group by Filter Contact Filter Enhancement Contacts The Contacts
In this latest update, a noteworthy enhancement has been introduced to facilitate the selection of Line of Business (LOB) filters within the Opportunity module. Users
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