Filtering opportunities just got faster, cleaner, and way more powerful.
🚀 What’s New
- Redesigned Advanced Filters UI for a more structured and intuitive experience
- Fields are now grouped into folders for easier navigation
- Improved Stage filtering for more precise selection
- New date operators added like : Is not, In the next, In the last, More than and Less than
- Support for relative time filters (minutes, hours, days, weeks, months, years)
- Nested filters to build more advanced conditions
- All filter capabilities now available inside Smart Tags
🛠️ How It Works
- Open Advanced Filters in Opportunities
- Select a field from grouped sections (e.g., Opportunity Details, Associations)
- Choose an operator (e.g., In the next, More than)
- Define time using relative values (e.g., 10 days, 2 weeks) or fixed dates
- Use the Stage filter
- Combine filters using AND or nested logic
- Apply the same logic when creating Smart Tags
⭐ Why It Matters
- Quickly narrow down opportunities with high precision
- Handle complex use cases like “Follow-ups in next 7 days” or “Inactive for 30+ days”
- Reduce manual work with reusable logic in Smart Tags
- Cleaner UI means less time searching and more time acting
📝 Notes
- Works across Opportunities and Smart Tags
- Existing filters remain unchanged and fully supported