Deals & Quotes

Opportunities list

Search and open opportunities from the table view.

Last updated 2026-04-12 · Open in app

Opportunities lists all open and closed opportunities in a searchable table with status badges (Open, Won, Lost).

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Opportunities table: search field, status badges, and row link to deal detail.

Search

The search box debounces as you type to load matching rows without over-fetching. Large result sets may be capped for performance—narrow with search or use the Pipeline view for stage-based work.

Open a deal

Click through to a deal's detail to edit fields, view history, and connect to quotes or activities where the product exposes those links.

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