Overview
Scalendo provides search features to help users locate specific opportunities efficiently. This guide explains how to search within the Opportunities section.
Steps
Step 1: Accessing the Opportunities Section
- Log into your Scalendo account and open your sub-account
- Navigate to the "Opportunities" section from the sidebar menu
Step 2: Understanding the Search Bar
Once in the Opportunities section, you'll find a search bar at the top of the page. This tool lets you "enter keywords, phrases, or criteria to find specific opportunities." You can search by:
- Opportunity names
- Phone
- Email
- Company
- Tags
- Contact name
Step 3: Conducting a Basic Search
Enter relevant keywords into the search bar. The system will dynamically filter opportunities in real-time to show matching results.
Important Search Limitations
- "Search works only after typing a minimum of 3 characters"
- The search function begins matching from the start of words, not from the middle (example: "Oppor" works for "Opportunity details," but "tunity" would not)
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