With this release, we are pleased to announce updates based on your feedback that have been made to Sales Center Opportunities as an extension of the redesign that has been completed over the last couple of quarters.

• Summary Cards have been added to the Table View to provide a snapshot view of Opportunities. 
• We have added the ability to filter via the Summary Cards so that you can quickly view Opportunities most important to you.

How it works

When in Table View, you will notice that the Summary Cards along the top that list out the following: 

• Status 
• Total number of Opportunities within the status 
• Total Estimated Value of Opportunities within the status

Please note, the total number of Opportunities and the Total Estimated Value are meant to reflect the summary of the entire sales pipeline and will remain the same no matter the filters chosen.

These cards are selectable and will filter the results of the table when they have been selected.

Selecting these cards will also update the filters and you will see the indicator badge react to each selection as if it was selected from within the Filter pane. 

If for any reason you do not wish to see these summary cards, you can select the Hide Summary button. Similarly, if you are not seeing the summary cards but would like to, you can select the Show Summary button.

Why is this important

With the addition of Summary Cards, we have added functionality back to the updated opportunities page that were available prior to redesign. These summary cards will provide summary values for the entirety of your pipeline and are grouped by the Status of each Opportunity.

We hope you enjoy this new feature and look forward to our future releases! Check out our related articles on the right-side to learn more about EZLynx!