1. Knowledge Base
  2. Managing Your Organization

Can I search or filter Opportunity Preview cards?

Opportunity Previews can be searched and filtered from the Public Organization page.  Users are able to search on any info that is displaying on the Preview card, which means they can type in an Opportunity name, date, and address.  

search org

The Preview cards can also be filtered by when they are occurring. This allows users to easily see all Opportunities, or they can narrow it down to this week, next week, this month, and next month.