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Opportunity Search
Opportunity Search
Mike Walsh avatar
Written by Mike Walsh
Updated over a week ago

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

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