{"id":569,"date":"2026-03-10T08:17:20","date_gmt":"2026-03-10T08:17:20","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=569"},"modified":"2026-03-10T08:18:22","modified_gmt":"2026-03-10T08:18:22","password":"","slug":"what-is-filtering-opportunities","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/docs\/what-is-filtering-opportunities\/","title":{"rendered":"What is Filtering Opportunities?"},"content":{"rendered":"

Filtering narrows the list or board of opportunities to only those that match chosen conditions. By combining fields (like Owner, Status, or Date) with operators (such as\u00a0is<\/em>,\u00a0is not<\/em>, or\u00a0greater than<\/em>), teams can focus on the most relevant deals, speed up reviews, and reduce noise during pipeline management.<\/p>\n

\n

Key Benefits of Filtering Opportunities<\/strong><\/h2>\n
    \n
  • \n

    Faster reviews:<\/strong> Quickly isolate deals by owner, stage movement, or recent activity.<\/p>\n<\/li>\n

  • \n

    Better prioritization:<\/strong> Focus on Open or recently updated opportunities to plan outreach.<\/p>\n<\/li>\n

  • \n

    Higher accuracy:<\/strong> Use operators (equals, not equals, empty, not empty) to avoid missed edge cases.<\/p>\n<\/li>\n

  • \n

    Deeper insights:<\/strong> Slice by value, source, and custom fields to analyze pipeline quality.<\/p>\n<\/li>\n

  • Cleaner workflows:<\/strong>\u00a0Save time switching views by dialing in exactly what you need to see.<\/li>\n<\/ul>\n
    \n

    Filter Logic (AND\/OR)<\/strong><\/h2>\n

    Logical operators determine how multiple conditions work together. Two types of filter conditional logic are possible: AND and OR.<\/p>\n

    Choose the logic that mirrors your question (narrow vs. broad).<\/p>\n

      \n
    • AND –<\/strong> Every condition must be met for each opportunity<\/li>\n
    • OR –<\/strong>\u00a0At least one condition must be met for each opportunity<\/li>\n<\/ul>\n

      These filter conditions can be changed using the toggle on the top right of the filter right sidebar<\/p>\n

        \n
      • \n

        Combine\u00a0Owner = Person A AND Status = Open<\/strong> to focus a rep\u2019s active deals.<\/p>\n<\/li>\n

      • \n

        Combine\u00a0Status = Won OR Status = Lost<\/strong>\u00a0to review closed outcomes only.<\/p>\n<\/li>\n<\/ul>\n

        \n

        Standard Filters Overview<\/strong><\/h2>\n

        Standard filters cover the most common CRM fields and actions. Use them to sort by responsibility, progress, value, and activity recency.<\/p>\n

          \n
        • Owner<\/strong>: Select one or more owners.<\/li>\n
        • \n

          Followers<\/strong>: Filter by users following an opportunity.<\/p>\n<\/li>\n

        • \n

          Status<\/strong>:\u00a0Open, Won, Lost, Abandoned<\/strong>.<\/p>\n<\/li>\n

        • \n

          Opportunity Source<\/strong>:\u00a0is<\/em>,\u00a0is not<\/em>,\u00a0is empty<\/em>,\u00a0is not empty<\/em> (enter value as needed).<\/p>\n<\/li>\n

        • \n

          Campaign Type<\/strong>: Search and select a campaign type if used.<\/p>\n<\/li>\n

        • \n

          Opportunity Value<\/strong>:\u00a0equal to<\/em>,\u00a0not equal to<\/em>,\u00a0less than<\/em>,\u00a0greater than<\/em>,\u00a0is empty<\/em>,\u00a0is not empty<\/em>\u00a0(enter numeric value).<\/p>\n<\/li>\n<\/ul>\n

           <\/p>\n

          \n

          Date-Based Filters<\/strong><\/h2>\n

          Date filters help you track recent changes and outcomes. Presets speed selection and keep reports consistent.<\/p>\n

            \n
          • \n

            Last Stage Change Date<\/strong>: Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom.<\/p>\n<\/li>\n

          • \n

            Last Status Change Date<\/strong>: Same presets as above.<\/p>\n<\/li>\n

          • \n

            Created On \/ Updated On<\/strong>: Same presets as above.<\/p>\n<\/li>\n

          • \n

            Opportunity Won On \/ Opportunity Lost On<\/strong>: Same presets as above.<\/p>\n<\/li>\n<\/ul>\n

             <\/p>\n

            \n

            Custom Fields & Tags<\/strong><\/h2>\n

            Organization\u2011specific fields power advanced segmentation. Any Opportunity Custom Field you add becomes available in filters with operators that match its data type.<\/p>\n

            Examples:<\/strong>\u00a0Client Type (is \/ is not<\/em>\u00a0buyer, seller, etc.), Efficiency Rating (=, \u2260, <, >, empty \/ not empty<\/em>), Favorite Pet (text\/list), Tags (difficulty\/type), Time Tracked.<\/p>\n

              \n
            • \n

              Tip:<\/strong>\u00a0Ensure field types are correct (number vs text) so the right operators appear.<\/p>\n<\/li>\n<\/ul>\n

               <\/p>\n

              \n

              How To Filter Opportunities<\/strong><\/h2>\n
              Note:<\/strong> By default, a pipeline has the opportunities filtered to show only the \"Open\" opportunities. If you are unable to find an opportunity, do ensure the correct filters and search is applied on the list.<\/span><\/pre>\n
                \n
              1. Log in to your sub-account.<\/li>\n
              2. \n
                Go to\u00a0Opportunities<\/strong> from the left sidebar.<\/p>\n<\/li>\n
              3. Select the Pipeline<\/strong> you want to review.<\/li>\n
              4. \n
                Click\u00a0Advanced Filter<\/strong> (funnel icon) beneath the Status area.<\/p>\n<\/li>\n
              5. \n
                Choose your filters as needed:<\/p>\n
                  \n
                • Owner<\/strong>\u00a0and\u00a0Followers<\/strong>.<\/li>\n
                • Status<\/strong>: Open, Won, Lost, Abandoned.<\/li>\n
                • Opportunity Source<\/strong>\u00a0with operators (is<\/em>,\u00a0is not<\/em>,\u00a0is empty<\/em>,\u00a0is not empty<\/em>).<\/li>\n
                • Campaign Type<\/strong>.<\/li>\n
                • \n
                  Date filters<\/strong>: Last Stage Change Date; Last Status Change Date; Created On; Updated On; Opportunity Won On; Opportunity Lost On \u2014 each with presets (Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom).<\/p>\n<\/li>\n
                • Opportunity Value<\/strong>\u00a0with numeric operators (equal to, less than, greater than, not equal to, is empty, is not empty<\/em>).<\/li>\n
                • \n
                  Custom fields<\/strong>\u00a0(e.g., Client Type, Efficiency Rating, Favorite Pet),\u00a0Tags<\/strong>, and\u00a0Time Tracked<\/strong>.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n
                • \n
                  Apply<\/strong>\u00a0the filters to see results.<\/p>\n<\/li>\n<\/ol>\n
                  \n
                  Frequently Asked Questions<\/strong><\/h2>\n
                  Q: Can I combine multiple filters?<\/strong>
                  \nYes. Add multiple conditions and choose\u00a0AND<\/strong>\u00a0or\u00a0OR<\/strong>\u00a0logic to narrow or broaden results.<\/p>\n
                  Q: What\u2019s the difference between Last Stage Change and Last Status Change?<\/strong>
                  \nStage tracks movement between pipeline stages; Status tracks lifecycle outcome (Open, Won, Lost, Abandoned).<\/p>\n
                  Q: Which operators are available for value or numeric fields?<\/strong>
                  \nA:\u00a0Equal to, not equal to, less than, greater than, is empty, is not empty<\/em>.<\/p>\n
                  Q: Can I filter by deals I recently won or lost?<\/strong>
                  \nYes. Use\u00a0Opportunity Won On<\/strong>\u00a0or\u00a0Opportunity Lost On<\/strong>\u00a0and pick a date preset or custom range.<\/p>\n","protected":false},"excerpt":{"rendered":"
                  Filtering narrows the list or board of opportunities to only those that match chosen conditions. By combining fields (like Owner, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[16],"doc_tag":[],"class_list":["post-569","docs","type-docs","status-publish","hentry","doc_category-pipelines-opportunities"],"year_month":"2026-09","word_count":720,"total_views":"108","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Pipelines & Opportunities","term_url":"https:\/\/onesystemcrm.com\/help\/docs-category\/pipelines-opportunities\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/569","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=569"}],"version-history":[{"count":2,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/569\/revisions"}],"predecessor-version":[{"id":571,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/569\/revisions\/571"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=569"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=569"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=569"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}