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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: June 24, 2025

      Creating a Filter

       
      Filters can be accessed by clicking the "Advanced Filters" option in 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. Followers
        3. Status
        4. Opportunuity Source
        5. Campaign Type
        6. Last Stage Change Date
        7. Last Status Change Date
        8. Opportunity Value
        9. Created On
        10. Updated On
        11. Opportunity won on
        12. Opportunity lost on
      2. Custom Filters - Filters for Custom fields in Opportunities