Search Your Book With Describe

Typing a sentence into the search box is a second way to build the same filters you would otherwise click through one at a time. Describe reads what you typed, works out which existing opportunity filters it matches, and shows you the result before anything applies.

When You'd Use This

Reach for Describe when you know exactly who you want, such as "55 and older with more than $100,000 in equity," but do not want to click through several filter fields to get there, or when the combination is unusual enough that finding it by hand would take longer than typing it.

Describe Against the Search Box

Click Describe next to the search box, or open it from inside the filters panel, and type your sentence in plain words. It only ever sets filters your list already offers, such as province, rate, equity, age, and contact status, so nothing it produces is unfamiliar. It is the same filter set you would reach by hand, applied faster.

What It Can and Cannot Read

It reads facts your book can already answer: an age, a dollar amount, a rate, a province, a lender, whether someone has been contacted. It does not read intentions or feelings. A phrase like "clients who seem stressed about money" describes a person, not a column, so it is set aside rather than guessed at. Naming a person or a city works literally, while naming "my clients" or "everyone" sets no filter at all, since that describes who is being searched rather than how to narrow it.

Checking the Filters Before They Apply

When every word maps cleanly to a filter, Describe applies them right away and the list updates behind it. When part of the sentence goes unread, it stops first and shows a review instead: the filters it understood, as removable chips, alongside a short list of what it could not turn into a filter. That way you can see the gap before committing to a list narrower than what you meant.

Removing a Filter It Got Wrong

Every chip in that review carries the exact words it came from, so if one reads wrong you can see why before deciding whether to keep it. Click the small close icon on a chip to drop it from the set about to apply; the rest still go through together.

When It Cannot Read Your Sentence

If nothing in your sentence maps to a real filter, nothing applies, and you are told to try naming an amount, an age, or a province instead. Silently swapping in your whole book for a search that failed would look like a wrong list rather than a search that could not be read, so it stops and says so instead.

Common Gotchas

• A phrase like "renewing soon" or "never called" reads onto a specific filter, but a vaguer version of the same idea might not. If a term you expect to work does not, name the underlying fact more directly.
• Two conditions joined by "and" read as two separate filters applied together, not one overriding the other.
• Describe only narrows the list you already have. It does not reach into blocks or thresholds, so pair it with the opportunity blocks if you want a different starting slice first.

What to Do Next

• Filter And Sort Your Opportunities to see every field Describe can set, laid out as its own controls.
• Act On A Filtered List once you have the group you described.
• Slice Your Book With The Opportunity Blocks if you want to start from a narrower slice first.