Opportunities and Tasks also can be used as filters to search for or select Profiles with certain Opportunity or Task Types.
- Navigate to Profiles, click List and click 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