Opportunities - Filter Options
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M
Matt Koshko
When viewing Opportunities in a Pipeline, it's currently not possible to view statuses you prefer. The only option is either a single status (such as "Open") or all statuses. Moving an Opportunity to a status of "Lost" means a user can't view all Opportunities except "Lost" if they choose. The user either needs to view "All" or only a single status. Lost/Abandoned statuses might not be valuable to view but Open and Won might be important to view together. How about letting the user decide which of the statuses to view at any given time with a mult-select filter?
HIGHLVL-I-3602
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P
Pallavi Kothari
complete
This is now possible.
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Jeff Henry
Pallavi Kothari it would be great to filter by a custom field like a custom date
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Daniel Grinshpun
Would be great to have "Saved Filters" for Opportunities Filters.
Like the Saved Lists (filtered contacts) but for Opportunities to easily switch between Open/Abandoned/Won/Custom List views Sales & Marketing
C
Cory Reed
this needs to be implemented. every crm has this except higlevel. no list view for opportunities and not being able to filter is a deal killer. how are you supposed to manage your opportunities?!?!
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James Buchanan
Many clients now requesting to see open/won at the same time.
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Pete Rakozy
Filter by tag too!
B
Blake Pleasants
Same here!! Client would like to see Open and Won at the same time
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Matt Koshko
Would LOVE to have this implemented. Unsure how folks are using Opportunities without being able to filter out 'Lost' opps.