Searching for Opportunities

Stack offers robust search capabilities to help you quickly find specific opportunities, making your workflow more efficient. This guide will walk you through how to search for opportunities within Stack.

Accessing the Opportunities Section

To begin searching for opportunities:

1. Log in to your Stack account.
2. Navigate to the Opportunities section from the sidebar menu.

Understanding the Search Bar

Once in the Opportunities section, you will find the search bar at the top of the page. This tool allows you to enter keywords, phrases, or specific criteria to locate opportunities. You can search using:

• Opportunity names
• Phone numbers
• Email addresses
• Company names
• Tags
• Contact names

Conducting a Basic Search

To perform a basic search:

1. Enter relevant keywords or phrases into the search bar. As you type, Stack dynamically filters the list of opportunities to show matches in real-time.
2. Note that the search requires a minimum of 3 characters to function.
3. Keep in mind that the search does not match partial words from the middle. For example, typing “Oppor” will yield results for “Opportunity details,” but “tunity” will not.

Other Relevant Links

• Editing Opportunities
• Filtering Opportunities
• Sorting Opportunities: TBA

Feel free to explore these links for more detailed information on managing opportunities within Stack.