Understanding Pipeline Filters for Your Opportunities
Updated: June 06, 2024
Pipeline Filters
- Navigate to Opportunities in the menu pane.
- If you have multiple pipelines in your account click on the drop-down menu to toggle back and forth between the different pipelines.
- Use the Search Opportunities box to find specific opportunities.
- Enter keywords such as the opportunity name, phone number, email, company, tags, or contact name.
- Sort the opportunities based on specific criteria.
- Choose between sorting by the date added or the deal value.
- Click on the funnel icon to view all of the filters.
- By default, the system displays opportunities with the status of "open."
- Utilize the following filters:
- Assigned Owner: Show opportunities assigned to a specific owner within your company.
- Status: Display opportunities with a particular status (e.g., open, won, abandoned).
- Campaign Type: Filter opportunities based on the different campaigns set up in your account.
- Last Step Change: Find opportunities based on the last stage change.
- Created On: Search for opportunities based on the creation date.
- Updated On: Find opportunities based on the last update date.
- Lead Value: Filter opportunities based on the annual gross booking revenue value.
- Opportunities Won On: Locate opportunities that were won.
- Opportunity Lost On: Locate opportunities that were lost.
- Explore different combinations and options to customize your view.
- You can use the "and" or "or" conditions for the filters.
- Example 1: Show opportunities that are open AND assigned to a specific user.
- Example 2: Show opportunities that are either open OR assigned to a specific user.
- Click on the 3 dots and then Additional Info dropdown. Select the information you wish to display directly on the contact card and then click Apply.