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      Filtering Opportunities

      Use a filter to segregate and view specific data on your opportunity board. Filters support both standard and custom fields

       

      Updated: August 23, 2024

      Creating a Filter

       
      Filters can be accessed by clicking the filter icon in the top right corner of the opportunities board. Multiple filters can be applied at the same time in two different configurations (explained 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