Filter Opportunities*

Written by Dana Kinsey

Last published at: May 1st, 2019

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