Look Up Opportunity and Fields

You can look up Opportunities or Opportunity fields using conversational flows in Max.

The lookup workflow is triggered when you enter lookup queries for opportunities or fields.

Looking Up an Opportunity with Max

When you ask Max to look up an opportunity:

Max identifies the candidate opportunity. If there are no candidate opportunities or the lookup query is too generic, Max returns the 20 most recently modified opportunities.
For all selected candidate opportunities, Max fetches these fields:
- Opportunity Name
- Account Name
- Owner
- Stage Name
- Amount
- Close Date
- Created By
- Last Modified On
Max displays the standard fields as a summary of the retrieved opportunities.

Conversational Flow: Look Up Opportunities

The following table describes the possible conversational flow between the user and Max for looking up opportunities:

Type of Lookup	Conversational Input from User	Response from Max \| Result	Tips
Single opportunity	Show me the last Acme opportunity Show me the most recent opportunity on account Acme	Shows the last modified opportunity where the name of either the parent account or the opportunity matches the substring "Acme".	You can use the following instead of "last": latest most recent past recent
	Show me the first opportunity named testopportunity Show me the first opportunity with the name testopportunity	Shows the oldest modified opportunity with the name matching the substring "testopportunity".	You can use the following instead of "first": top oldest earliest
	Show me past due opportunities	Shows opportunities that have a close date in the past.	You can use the following instead of "past due": overdue past close
	Show me opportunities closing soon	Shows opportunities that have a close date falling within the next 30 days.	You can use the following instead of "soon": about to shortly
	Show me untouched opportunities	Shows opportunities that have the last activity more than 30 days in the past.	You can use the following instead of "untouched": haven't worked haven't been touched neglected
Multiple opportunities	Show me the last 3 Acme opportunities Show me the 3 most recent opportunities on account Acme	Shows the three most recently modified opportunities where the name of either the parent account or the opportunity matches the substring "Acme."
Opportunities you created	Show me the last 3 opportunities that I created	Shows the three opportunities most recently created by the user.	You can use "Authored" instead of "created".
	Show me the last 3 opportunities that I updated	Shows the three opportunities most recently updated by the user.	You can use the following instead of "updated': modified changed worked on
	Show me the last 3 Acme opportunities that I worked on Show me the last 3 opportunities on account Acme that were modified by me	Shows the three opportunities associated with the Acme account most recently updated by the user.	You can use the following instead of "worked on": engaged touched
Look up opportunity within a specific period	Show me the last 3 opportunities that John Snow created in the past 2 months Show me the last 3 opportunities that John Snow created last Monday Show me the last 3 opportunities that John Snow created on 08/01/2018 Show me the opportunity John Snow created recently	Shows the three opportunities most recently created by John Snow in the period described.	You can use the following phrases to look up opportunities within a specific period: last Monday (specific day relative to current time) On 08/01/2018 (specific date) Feb 2020 (date range) In the last week (date range relative to current time) in the next 12 months (future time relative to current time) since yesterday (past time duration)
Look up opportunity within a specific period	Show me the last 3 opportunities that I worked on in the last week	Shows the three opportunities most recently updated by the user in the past week.
Look up opportunity based on opportunity data	Show me the last 3 Acme Inc opportunities that I worked on in the last week having ACV between $200k to $300k and a term of at least 6 months ending in the next 12 months	Shows the three opportunities most recently updated by the user where the parent account or opportunity name matches the substring "Acme Inc", with an ACV of $200k to 300k, a term >= 6 months, and an end date within the next 12 months.
Lookup opportunity sorted by specific criteria	Show me the last 3 Acme Inc opportunities that I created in the last month with ACV between $200k to $300k, a payment term of Net 30 and that expires in the next 12 months sorted by create date in descending order	Shows the three opportunities most recently updated by the user in the past week where the parent account or opportunity name matches the substring "Acme Inc", with an ACV of $200k to 300k, with a payment term set to net-30 days, and end date in the next 12 months. Max displays the resulting opportunities in descending order with the most recent opportunity first.
	Show me the last 3 Acme Inc opportunities that I created in the last month with ACV between $200k to $300k, a payment term of Net 30 and that expires in the next 12 months sorted by create date in ascending order	Shows the three opportunities most recently updated by the user, created in the past month, where the parent account or opportunity name matches the substring "Acme Inc", that have an ACV of $200k to 300k, a payment term set to net-30 days, and end date in the next 12 months. Max displays the resultant opportunities are sorted in ascending order. the opportunities with the oldest start date first.
Look up opportunities based on opportunity stage	Show me my qualified opportunities	Shows the opportunities created by the current user that are in the Qualification stage.	You can use the following instead of "qualified": qualification qualifying
	Show me my opportunities in the prospecting stage	Shows the opportunities created by the current user that are in the Prospecting stage.
	Show me my opportunities that need analysis	Shows the opportunities created by the current user that are in the Needs Analysis stage.	You can use the following instead of "need analysis": needing analysis need further analysis
	Show me my opportunities where we need to identify decision-makers	Shows the opportunities created by the current user that are in the ID Decision Makers stage.	You can use "ID decision makers" instead of "identify decision-makers".
	Show me all the opportunities that I won in the last year	Shows the opportunities created by the current user that are in the Closed Won stage.	You can use the following instead of "won": closed won closed and won
Look up an opportunity with no specific criteria	Look up opportunities Pull up deals	Max returns the 20 most recently modified opportunities.	You can use the following instead of "Opportunities': opp oppty deal
Look up latest opportunities	Show me the latest opportunities	Max returns the 20 most recently modified opportunities.
Look up a given number of opportunities	Show me the 4 Acme opportunities	Max returns the records of up to four recent opportunities where the parent account or opportunity name matches the substring "Acme Inc".
Look up an opportunity for an invalid account	Show me the last opportunities on the Jamba account	Max returns the error, "I am sorry, I couldn’t find any opportunities that match that description. Try refining your search by giving me more information about the opportunity you’re looking for".

Looking Up Opportunity Fields with Max

When you ask Max to look up an opportunity field, Max:

Selects the candidate opportunities. If there are no candidate opportunities or the lookup query is too generic, Max returns an error.
Fetches the following fields:
- Opportunity Name
- Account Name
- Owner
- Stage Name
- Amount
- Close Date
- Created By
- Last Modified On
Fetches any additional fields you requested.
Displays a summary of the opportunities and fields retrieved.

If you use Max to search for a single field in a single record, along with the summary result, Max generates a sentence answering your query.

For example,

You: Max, what is the close date on the last opportunity I created?

Max: The value in the 'close date' field is '1/24/2019".

Conversational Flow: Look Up Opportunity Fields

The following table describes the possible conversational flow between the user and Max for looking up opportunity fields.

Type of Lookup

Conversational Input from User

Response from Max | Result

Useful Tips

Look up opportunity fields

What is the close date, ACV, and description for the Acme Inc opportunity I created last week?
Can you show me the amount, close date, and stage for all the opps I created for Acme?

Shows the requested fields and other fields that partially match the search criteria (for example, "Renewal Term" matches the phrase "term") for the related opportunity with a name or parent account matching the substring "Acme Inc", created in the past week by the user.

You can also ask Max to retrieve the following fields:

close date
name
type
stage
contact (primary contact)
ACV (annual value, contract value, total value, worth, net value)
attachments
created date
owner
author

Look up a specific field in a specific opportunity

What is the start date on the Google opportunity?

Provides a specific answer to the specific question.

If there are multiple answers for your question, Max displays all relevant opportunities and highlights your requested field in each opportunity.

Look up specific fields on specific opportunities matching specific criteria,

Show me the type, owner, and description of my last 4 opportunities with an amount over 50k.

Max automatically includes all relevant details in the information display.

Max shows the four most recent opportunities with an amount of over $50k and along with the standard fields, displays the Type, Owner, and Description fields.