Advanced Filters Revamp & Expanded Date Operators
Filtering opportunities has become faster, cleaner, and significantly more powerful.
- Redesigned Advanced Filters UI for a more structured and intuitive experience.
- Fields are now organised into folders to facilitate easier navigation.
- Enhanced Stage filtering for more precise selection.
- New date operators added such as: 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 create more advanced conditions.
- All filtering capabilities are now accessible within Smart Tags.
- 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.
- Combine filters using AND or nested logic.
- Apply the same logic when creating Smart Tags.
- Quickly narrow down opportunities with high precision.
- Handle complex use cases like “Follow-ups in the next 7 days” or “Inactive for 30+ days.”
- Reduce manual work with reusable logic in Smart Tags.
- A cleaner UI means less time searching and more time acting.
- Works across Opportunities and Smart Tags.
- Existing filters remain unchanged and fully supported.
- This feature is currently available in Subaccount > Labs.
