Search/Filters/Menus

In this video, the speaker explains how to use the search filters and menu options in the "Opportunities" tab within the Move platform. Here's a summary:

1. Search Bar: You can search opportunities by name, phone number, email, or any tags (e.g., insurance, treatment type) to quickly find leads that match specific criteria.

2. Filters:

   • Filters allow you to narrow down opportunities by various criteria, such as lead status (open, lost, abandoned), lead owner, followers, or created/updated dates.
   • Be mindful of active filters, especially date ranges, as they can affect what leads are displayed.

3. Menu Options:

   • The three-dot menu lets you customize what information appears on the lead card, such as tasks, notes, or calendar events.
   • When selected, these fields allow you to hover over them to quickly view details (e.g., recent notes or upcoming tasks) without clicking into the lead.

These features help streamline the process of managing leads and staying on top of tasks and communication within the platform.