Skip to content
Elooo CRMHelp Center Go to website

Manage opportunities

How to search, filter and sort opportunities

In Opportunities, use the search bar to find deals by name, email or phone, the Advanced filters button to filter by owner, status, value, dates or custom fields, and the Sort button to choose the order.

Updated on

Before you start

  • By default, each pipeline shows only Open opportunities. If you can't find one, first check the selected pipeline and status.
  • To filter by your own business fields, those fields must exist in Settings › Custom Fields with the object set to Opportunity.
Where to find it

Opportunities › Advanced filters

Step by step

  1. In the left menu, click Opportunities and choose the pipeline at the top.
  2. In the search bar, type at least 3 characters of the opportunity name, contact name, email, phone, company or a tag.
  3. Results update as you type. Search matches the start of words: "Mar" finds "Mary", but "ary" doesn't.

Filter

  1. Click Advanced filters (funnel icon, below the status area).
  2. Choose your conditions. The most common are:
    • Owner and Followers (you can use "me" to always see your own);
    • Status: Open, Won, Lost, Abandoned;
    • Opportunity value: equal to, not equal to, less than, greater than, empty or not empty;
    • Opportunity source;
    • dates: Created on, Updated on, Last stage change, Last status change, Won on, Lost on (with presets like Today, This week, Last 30 days, This month or a custom range);
    • your custom fields and tags.
  3. To require every condition at once, use AND (for example, Owner = Anna AND Status = Open). To match any one of them, use OR (Status = Won OR Status = Lost). The AND/OR toggle is at the top of the filter panel.
  4. Click Apply.

Sort

  1. Click Sort at the top of the page.
  2. Choose a field: for example Created on, Last updated or a custom field (text, dropdown, number, monetary, phone or date).
  3. Choose Ascending or Descending. The cards reorder automatically.

See all pipelines in one list

  1. Switch to list view with the view toggle in the top-right corner.
  2. In the pipeline list at the top, choose All pipelines.
  3. The Pipeline column shows which pipeline each opportunity belongs to.

Tips

  • To come back to a filter combination you use often, save the view as a smart list.
  • In list view you can choose, resize and rearrange the visible columns.
  • "Last stage change" shows what moved forward in the pipeline; "Last status change" shows what was won, lost or abandoned.

Common problems

  • Search doesn't find anything → Type at least 3 characters and start from the beginning of the word. Also check the pipeline and the status filter.
  • I only see open opportunities → That's the default filter. In Advanced filters, change Status to include Won, Lost or Abandoned.
  • The All pipelines option isn't there → It only exists in list view. Switch from board to list view.
  • My custom field doesn't appear in filters → Check that the field was created with the Opportunity object, not Contact.
  • "Greater than" and "less than" aren't available → The field was created as text. To compare values, it must be a number or monetary field.

Frequently asked questions

Can I combine several filters?

Yes. Add several conditions and choose AND to narrow or OR to broaden the results.

How do I see the deals I won in a period?

In Advanced filters, use Won on and pick the period (for example, This month).

Was this helpful?