Skip to main content
All CollectionsFeatures
Opportunity Search
Opportunity Search
Mike Walsh avatar
Written by Mike Walsh
Updated over 6 months ago

Our Opportunity Search feature is available with the following supported Integrations: Autotask, ConnectWise, HaloPSA, Kaseya BMS, Salesforce, HubSpot, Pipedrive, and Zoho.

When using our Person Search feature with any of the above supported integrations, once you've pulled in a Contact, it will display a secondary Deal / Opportunity Selection dropdown that will search for any open Opportunities/Deals associated with that contact:

If a Deal or Opportunity is not being populated in the dropdown, it's likely that the Deal or Opportunity is expired or not assigned to the selected Contact.

Did this answer your question?