new
CRM
Opportunities and Pipelines
Opportunities ā Sort by Custom Fields
š Overview
You can now sort Opportunities using custom fields. Organize your pipeline based on the data that actually matters to your business.
āØ Whatās New
- Sort Opportunities using custom fields
- Supported field types: Single Line, Multi Line Text, Dropdown (Single Select), Radio Select, Number, Monetary, Phone, Date
- Works with existing sort functionality
- Available across all pipelines and views
š· How It Works
- Go to Opportunities
- Click on Sort
- Select a custom field
- Choose ascending or descending
- Opportunities reorder instantly
ā Why It Matters
- Prioritize deals based on your own data
- Reduce manual effort in pipeline management
- Get better visibility into key deal attributes
- Move beyond default-field limitations