After Max displays your opportunity search results, you can invoke workflows to perform the following actions:
|Workflow Type||Description of the Workflow||Conversational Input||Max Response|
|Sort||Sort the search results||Max returns the sorted list of opportunities.|
|View more details|
Drill down into a specific opportunity
Max displays the opportunity detail card for all the opportunities.
|Drill down using conversational input||Max returns the details of the requested opportunity.|
|Show related quotes||You want to view the quotes related to your opportunity||Max returns the related quotes sorted by Last Modified Date.|
Show opportunity products
|You want to view the products related to your opportunity.|
I can do that! Which opportunity would you like to view the products for?
|Search for fields||You want to search for a specific field||Max displays specific field details.|
You click Search for fields action button.
MAX: Which field(s) would you like to see?
You: ACV, template, account, start date and end date
Max displays specific field details.
|Send it to me||You want to send the opportunity report to your email address||Max emails the opportunity report to your email address.|