Opportunities and Tasks also can be used as filters to search for or select Profiles with certain Opportunity or Task Types.
Example: You can go to Profiles, choose List and select Add Filter. If you pick Opportunity Open, the system will give you a list of Profiles that have Opportunities that have not been completed.
The following are Filters generated by Opportunities:
- Opportunity Types
- Opportunities Open (still in progress)
- Opportunity Success (completed and reached the goal)
- Opportunity Fund
- Opportunity Amount
- Opportunity Target Date
- Task Types
- Task Complete
- Task Due Date