How to Search Opportunities

  1. Login to your ConcourseSuite site.
  2. Click on the "Pipeline" tab.
  3. Select Search
  4. Enter the search terms into the fields. If you leave all of the fields blank, the search will return all of the opportunities in the system.
  5. Once the search terms have been entered, choose the Save option
  6. Once your search is completed, you will be taken to the search results page. If you would like to perform an action on one of the search results, click the action icon to the left of it.