# Filter Opportunities

## How To Filter Opportunities

There are many different filtering options in the opportunities section to give you more control and insight into how your pipeline stages are performing.

### Filter By Date

Filter your opportunities using specific periods of time.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FwpkEgg04dc43idC7wFvB%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-78a3bde0ea9cb5cfdede035745fb49b650ef2af4_Opportunities%20-%20Filter%20By%20Date.png?alt=media&#x26;token=996a3f8b-b79f-4376-b88b-916be81674f6" alt=""><figcaption></figcaption></figure>

## Filter By Date Added

Filter all opportunities by the date when they were added to your CRM in descending or ascending order.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2Fp80mFJoYezK3EjG9k1oT%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-299c3cb760b5ff069544498aed88ae453fb1a2c9_Opportunities%20-%20Filter%20By%20Date%20Added%20(1).png?alt=media&#x26;token=5bcc2f23-11c7-4c7d-ad30-750ddd35fb88" alt=""><figcaption></figcaption></figure>

## Change Pipeline

Change the pipeline in which your opportunities are located. You can create as many opportunity pipelines as you would like.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FRRueSDZwaW4MUqDCV73R%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-f8e386d6b09c60d45d0965719415922a7e83b9b5_Opportunities%20-%20Change%20Pipeline.png?alt=media&#x26;token=6025f7b9-f218-4338-ae40-7cb1eb1f9727" alt=""><figcaption></figcaption></figure>

## Filter By User

Users can be assigned to specific opportunities. This is very useful for sales teams! Filter by opportunity users/owners here.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FkXf2qswORIeHIFTD7i5v%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-380936c930bed4e7a5a97470e8107de58be28fae_Opportunities%20-%20Filter%20By%20User.png?alt=media&#x26;token=6aec27a6-c384-4745-826e-e2be199cc027" alt=""><figcaption></figcaption></figure>

## Filter By Campaign

Filter opportunities by the specific campaign they were created from. This will give you insight into how successful different campaigns are.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2Fm8VCqXK4QVC9FrPAAPh3%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-045a0938d7c0c953d51ca3f2f1270c9a6f840b04_Opportunities%20-%20Filter%20By%20Campaign.png?alt=media&#x26;token=8f3d9624-b624-4308-a417-731fe185659c" alt=""><figcaption></figcaption></figure>

## Filter By Opportunity Status

Opportunities can be given a status of either "Open", "Won", "Lost" or "Abandoned" depending on where that opportunity is in the sales pipeline. This is where you filter by a specific status.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FE4w5KWOvFo0P9QRtue9s%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-fa776bc6690ef0a5c5d097d9d3bfdb571fa88f7b_Opportunities%20-%20Filter%20By%20Opportunity%20Status.png?alt=media&#x26;token=cf0216a1-b0dd-4950-9540-6b63796a7c19" alt=""><figcaption></figcaption></figure>

## Opportunity Search Bar

The search bar will allow you to quickly find out specific opportunity by entering the name of the contact.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FlRqpRaCpeU7d22pxMZXa%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-264cf7700055693addbe9ef1952973384c563476_1.%20Opportunity%20Seach%20Bar%20(1).png?alt=media&#x26;token=e61e3882-0faf-4631-896f-e1b51828dfbf" alt=""><figcaption></figcaption></figure>

## Create New Opportunity

In order to create new opportunity, you would need to use this tab. Clicking on this option will open up a tab where you will add more information for the opportunity you are trying to create. [To learn more about creating opportunity you can click on this link.](https://asads-organization-2.gitbook.io/knowledge-base-main/opportunities/create-new-opportunities)

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FCFWGEKBFQpAp4ZM9A1d9%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-8f03076bf2af388144543ea67f22fe6b728e526d_3.%20Create%20New%20Opportunities%20(1).png?alt=media&#x26;token=13dfd7ef-cba8-4806-9483-edc61e325a9d" alt=""><figcaption></figcaption></figure>

## Download Data

You can use this tab to download the date of the opportunities created in the pipeline.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FMVsAyg98TL2tVjyp0c8e%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-658a25d97477bd388450e73cfff9d8dc2810cb24_2.%20Download%20Data%20(1).png?alt=media&#x26;token=bbadc3e4-b7f5-4ada-83c1-916bf6c42c64" alt=""><figcaption></figcaption></figure>

## Filter By Additional Items

You can filter your opportunities by leads that have an assigned task, calendar events, notes, etc. This section will remember what you’ve previously selected.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F6DLVdeHmcXipRqrv7YHp%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-097aa1c0eed24bfa66aa76d9af1c9ba9e4cb8251_Opportunities%20-%20Filter%20By%20Additional%20Items.png?alt=media&#x26;token=1332cbf8-9ef4-4411-ac7c-4288ffc858a1" alt=""><figcaption></figcaption></figure>
