Search all open opps for matching criteria
Search all open opportunities for a match to Queue criteria rather than just last modified.
13
votes
Alex Thebert
shared this idea
This is possible on the Fire platform in the Matching Hub. The Match to Opportunity tab has the option to change the filters (e.g. show Closed Won opportunities not just open for post-sales use cases) and tiebreakers (e.g. prioritise based on the created or close date instead of last modified). https://help.chilipiper.com/hc/en-us/articles/33532253394323-Matching-Leads-Contacts-to-Opportunities-and-Cases-with-Chili-Piper