Filtering & Searching Opportunities

Finding the right opportunities quickly is essential for staying productive.

Using the Search Bar

The search bar at the top of your pipeline lets you find opportunities by:

• Contact name
• Opportunity name
• Email address
• Phone number

Simply type and results will filter in real-time.

Filter Options

Click the Filter button to access advanced filters:

By Stage

• Select one or multiple stages to view
• Great for focusing on specific parts of your pipeline

By Status

• Open: Active opportunities
• Won: Closed deals
• Lost: Deals that didn't close
• Abandoned: Stale opportunities

By Owner

• Filter by team member assignment
• Useful for managers reviewing team performance

By Date

• Created date: When the opportunity was added
• Last activity: When it was last updated
• Expected close date: Upcoming deadlines

By Value

• Set minimum and maximum deal values
• Focus on high-value opportunities

By Tags

• Filter by any tags you've applied
• Combine multiple tags for specific searches

Saving Filter Views

If you use the same filters often:

• Apply your desired filters
• Click Save View
• Name your view (e.g., "My High-Value Deals")
• Access saved views from the dropdown

Pro Tips

• Combine filters: Use multiple filters together for precise results
• Clear filters: Click "Clear All" to reset your view
• Default view: Set your most-used filter as default