After Max displays your opportunity search results, you can invoke workflows to perform the following actions: 

Workflow TypeDescription of the WorkflowConversational InputMax Response
SortSort the search results
  • sort by ACV, account

  • reverse it

  • sort by account in desc order

  • sort by name in asc order

Max returns the sorted list of opportunities.
View more details

Drill down into a specific opportunity

  • Show me more details
  • Click View more details action button.

Max displays the opportunity detail card for all the opportunities. 

Drill down using conversational input
  • show me more on the second one
  • view more details on #3
  • Show more details for the 3rd opportunity
  • show me more on the last one
Max returns the details of the requested opportunity.
Show related quotesYou want to view the quotes related to your opportunity
  • Click Show related Quotes action button.
  • Type one of the following:
    • show me the quotes for this opportunity

    • show me the quotes on the third opportunity

    • show me the quotes for the second one

Max returns the related quotes sorted by Last Modified Date. 

Show opportunity products

You want to view the products related to your opportunity.
  • Click Show Opportunity Products action button.
  • Type one of the following:
    • show me products

    • show me the products for the second opp

    • show me the products on the first one

I can do that! Which opportunity would you like to view the products for?

  1. Venture CA Office Hardware and SoftwareOptty
  2. ABC Corporation
  3. ABC Corporation
  4. Venture - CRM 30k
Search for fieldsYou want to search for a specific field
  • what is the ACV, account, start date and end date?
  • show me the ACV, account, start date
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 meYou want to send the opportunity report to your email addressMax emails the opportunity report to your email address.