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Opportunities and Pipelines
Advanced Filters for Custom Fields in Opportunities! š
Unlock a new dimension of search precision! The latest update brings advanced filters for custom fields in Opportunities, streamlining the search experience for your clients.
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What's New?
Enhanced Filtering Capabilities:
- Users can now filter opportunities based on any custom fields created within a sub-account, enhancing search precision and efficiency.
Comprehensive Logic Support:
- The new filters can be combined with existing ones, and they also support AND/OR logic, offering users more flexibility in their search criteria.
šļø Supported Filters:
Multi Select Fields (dropdown and checkbox):
- Is
- Is not
Date Field:
- Yesterday
- Today
- This Week
- Last Week
- Last 7 Days
- Last 30 Days
- This Month
- Last Month
- This Year
- Last Year
- Custom
Text Fields:
- Is
- Is not
- Not empty
- Empty
- Contains
- Not contains
Numerical Fields:
- Equal to
- Less than
- Greater than
- Not equal to
- Not exists
- Exists
Monetary Field:
- Equal to
- Less than
- Greater than
- Not equal to
- Empty
- Not empty
Phone Field:
- Is
- Is not
- Empty
- Contains
- Not contains
Single Select Field (dropdown and radio button):
- Is
- Is not
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This release is available in Sub-Account Labs.