Filtering Opportunities

Leverage filters to segregate and view tailored data on your opportunity board. Filters accommodate both standard and customized fields, offering precise control over your information display.

Creating a Filter

To access filters, simply click on the filter icon located at the top right corner of the opportunities board. You can apply multiple filters simultaneously, offering flexibility in two distinct configurations, as detailed below.

 

Filter Conditions

Two types of filter conditional logic are possible: AND and OR

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

These filter conditions can be changed using the toggle on the top right of the filter right sidebar

Filter Types

The filters are divided into 2 groups:

1. Standard Filters - Based on opportunity activity and standard fields
   1. Owner
   2. Status
   3. Campaign Type
   4. Last Stage Change
   5. Created on
   6. Updated on
   7. Lead Value
   8. Opportunity won on
   9. Opportunity lost on
2. Custom Filters - Filters for Custom fields in opportunities (except File Upload and Signature Field)