Filter Accepted Service Opportunities by Status

You are now able to filter Accepted service opportunities on the Service Opportunities page by one or more opportunity statuses so that you can more easily find specific opportunities that you want to follow up on. 

Apply a Status Filter

1. On the Service Opportunities page, click the Filter icon to display the "hidden menu" as shown in the picture below.
2. Select the Opportunity Status down arrow to reveal the list of opportunity statuses.
3. Select the check boxes next to the status(es) you want to filter by. Options include:
   • Accept
   • Contact
   • Service
   • Schedule
   • Complete
4. The Accepted grid data is updated to reflect the selected filter(s).

Remove a Status Filter

1. On the Service Opportunities page, click the Filter icon to display the "hidden menu" as shown in the picture above if not already displayed.
2. Select the Opportunity Status down arrow to reveal the list of opportunity statuses.
3. Deselect the check box of each status you want to remove filtering.  
4. The Accepted grid data is updated to reflect the deselected filter(s). Note: You can clear all filters by clicking the Clear Filters “X” to the right of the Opportunity Status filter dropdown (shown above).

Increased Visibility to Applied Status Filters on the Service Opportunities Page

We have added new visual indicators in the Accepted section of the Service Opportunities page to make it very clear which status filters are applied as shown below.

You can remove a Service Opportunities status filter that is applied by doing any of the following:

1. Click the “x” in the filter display “pill” (shown above).
2. Uncheck the status in the Opportunity Status filter dropdown (shown above).
3. Click the Clear Filters “X” to the right of the Opportunity Status filter dropdown (shown above). Note: This will clear all filters.