Overview

Filtering narrows opportunity lists to match chosen conditions. By combining fields with operators, teams can focus on relevant deals and streamline pipeline management.

Key Benefits

• Faster reviews: Quickly isolate deals by owner, stage movement, or recent activity
• Better prioritization: Focus on Open or recently updated opportunities
• Higher accuracy: Use operators to avoid missing edge cases
• Deeper insights: Slice by value, source, and custom fields
• Cleaner workflows: See exactly what you need without switching views

Filter Logic (AND/OR)

• AND: Every condition must be met for each opportunity
• OR: At least one condition must be met for each opportunity

Toggle the logic option on the filter's right sidebar to switch between AND and OR logic.

Standard Filters

• Owner: Select one or more owners
• Followers: Filter by users following an opportunity
• Status: Open, Won, Lost, Abandoned
• Opportunity Source: Operators include is, is not, is empty, is not empty
• Campaign Type: Search and select a campaign type
• Opportunity Value: Operators include equal to, not equal to, less than, greater than, is empty, is not empty

Date-Based Filters