# How to Filter Opportunities > Learn to filter opportunities in GHL Customer Care with precise steps, operators, and date presets. Narrow by owner, status, value, source, tags, and custom fields. - Source: https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/how-to-filter-opportunities - Section: Opportunities & Pipelines / Managing Opportunities - Reading time: 4 min - Images: 8, each explained below - Modified on Wed, 6 May at 8:33 AM --- GHL Customer Care’s filtering tools help you find the right opportunities fast across busy pipelines. This guide explains filter types, operators, and common date presets so you can segment deals precisely. --- **TABLE OF CONTENTS** - [What is Filtering Opportunities?](#what-is-filtering-opportunities)[](#key-benefits-of-filtering-opportunities) - [Key Benefits of Filtering Opportunities](#key-benefits-of-filtering-opportunities)[](#filter-logic-and-or) - [Filter Logic (AND/OR)](#filter-logic-and-or)[](#standard-filters-overview) - [Standard Filters Overview](#standard-filters-overview)[](#date-based-filters) - [Date-Based Filters](#date-based-filters)[](#custom-fields-and-tags) - [Custom Fields & Tags](#custom-fields-and-tags)[](#how-to-filter-opportunities) - [How To Filter Opportunities](#how-to-filter-opportunities)[](#frequently-asked-questions) - [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles) - [Related Articles](#related-articles) --- # **What is Filtering Opportunities?** Filtering narrows the list or board of opportunities to only those that match chosen conditions. By combining fields (like Owner, Status, or Date) with operators (such as _is_, _is not_, or _greater than_), teams can focus on the most relevant deals, speed up reviews, and reduce noise during pipeline management. --- ## **Key Benefits of Filtering Opportunities** - **Faster reviews:** Quickly isolate deals by owner, stage movement, or recent activity. - **Better prioritization:** Focus on Open or recently updated opportunities to plan outreach. - **Higher accuracy:** Use operators (equals, not equals, empty, not empty) to avoid missed edge cases. - **Deeper insights:** Slice by value, source, and custom fields to analyze pipeline quality. - **Cleaner workflows:** Save time switching views by dialing in exactly what you need to see. --- ## **Filter Logic (AND/OR)** Logical operators determine how multiple conditions work together. Two types of filter conditional logic are possible: AND & OR.   Choose the logic that mirrors your question (narrow vs. broad). - **AND -** Every condition must be met for each opportunity - **OR -** At least one condition must be met for each opportunity These filter conditions can be changed using the toggle on the top right of the filter right sidebar - Combine **Owner = Person A AND Status = Open** to focus a rep’s active deals. - Combine **Status = Won OR Status = Lost** to review closed outcomes only. **Note:** Click **Add nested filter** to add an **AND** condition. Click **Add Filter** to add an **OR** condition. ![Filter Logic (AND/OR) (image 1 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155067905600/original/5SX6g5VUWARAKrUsTCt7z_kboJcKKArO-g.png) **Filter Logic (AND/OR) (image 1 of 8)** This screenshot appears in the "Filter Logic (AND/OR)" section of "How to Filter Opportunities". The text alongside this image reads: Note: Click Add nested filter to add an AND condition. Click Add Filter to add an OR condition. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Standard filters cover the most common CRM fields and actions. Use them to sort by responsibility, progress, value, and activity recency. - What to click: Note: Click Add nested filter to add an AND condition. Click Add Filter to add an OR condition. - Fields: AND - Every condition must be met for each opportunity, OR - At least one condition must be met for each opportunity - Controls: AND -, OR -, Owner = Person A AND Status = Open, Status = Won OR Status = Lost, Add nested filter, AND, Add Filter, OR - Next: Standard filters cover the most common CRM fields and actions. Use them to sort by responsibility, progress, value, and activity recency. Full procedure: 1. AND - Every condition must be met for each opportunity 2. OR - At least one condition must be met for each opportunity --- ## **Standard Filters Overview** Standard filters cover the most common CRM fields and actions. Use them to sort by responsibility, progress, value, and activity recency. - **Owner:** Select one or more owners, or use me to dynamically match the logged-in viewer. - **Followers:** Select one or more followers, or use me to dynamically match the logged-in viewer. - **Status**: **Open, Won, Lost, Abandoned**. - **Opportunity Source**: _is_, _is not_, _is empty_, _is not empty_ (enter value as needed). - **Campaign Type**: Search and select a campaign type if used. - **Opportunity Value**: _equal to_, _not equal to_, _less than_, _greater than_, _is empty_, _is not empty_ (enter numeric value). ![Standard Filters Overview (image 2 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155067905396/original/KB9V1p8Pb0tsCeHEh_vrLSydHa3yCdIiuA.png) **Standard Filters Overview (image 2 of 8)** This screenshot appears in the "Standard Filters Overview" section of "How to Filter Opportunities". The text alongside this image reads: Owner: Select one or more owners, or use me to dynamically match the logged-in viewer. Followers: Select one or more followers, or use me to dynamically match the logged-in viewer. Status: Open, Won, Lost, Abandoned. Opportunity Source: is, is not, is empty, is not empty (enter value as needed)…. Immediately after, the guide continues: Date filters help you track recent changes and outcomes. Presets speed selection and keep reports consistent. - What to fill in: Owner: Select one or more owners, or use me to dynamically match the logged-in viewer. Followers: Select one or more followers, or use me to dynamically match the logged-in viewer. Status: Open, Won, Lost, Abandoned. Opportunity Source: is, is not, is empty, is not empty (enter value as needed). Campaign Type: Search and select a campaign type if used. Opportunity Value: equal to, not equal to, less than, greater than, is empty, is not empty (enter numeric value). - Controls: Status, Open, Won, Lost, Abandoned, Opportunity Source, Campaign Type, Opportunity Value - Next: Date filters help you track recent changes and outcomes. Presets speed selection and keep reports consistent. Full procedure: 1. Owner: Select one or more owners, or use me to dynamically match the logged-in viewer. 2. Followers: Select one or more followers, or use me to dynamically match the logged-in viewer. 3. Status: Open, Won, Lost, Abandoned. 4. Opportunity Source: is, is not, is empty, is not empty (enter value as needed). 5. Campaign Type: Search and select a campaign type if used. 6. Opportunity Value: equal to, not equal to, less than, greater than, is empty, is not empty (enter numeric value). --- ## **Date-Based Filters** Date filters help you track recent changes and outcomes. Presets speed selection and keep reports consistent. - **Last Stage Change Date**: Is, Is Not, Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom, In the Next, In the Last, Less Than, More Than. - **Last Status Change Date**: Same presets as above. - **Created On / Updated On**: Same presets as above. - **Opportunity Won On / Opportunity Lost On**: Same presets as above. - Some date operators support relative time values. For example, you can set a condition like “In the next 10 days” or “In the last 2 weeks” or use a fixed date when needed. ![Date-Based Filters (image 3 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155069592360/original/pNR5a1IgqInkm4SIUzZBOHDmFN-MPKKsZw.png) **Date-Based Filters (image 3 of 8)** This screenshot appears in the "Date-Based Filters" section of "How to Filter Opportunities". The text alongside this image reads: Last Stage Change Date: Is, Is Not, Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom, In the Next, In the Last, Less Than, More Than. Last Status Change Date: Same presets as above. Created On / Updated On: Same presets as…. Immediately after, the guide continues: Organization‑specific fields power advanced segmentation. Any Opportunity Custom Field you add becomes available in filters with operators that match its data type. - What this covers: Last Stage Change Date: Is, Is Not, Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom, In the Next, In the Last, Less Than, More Than. Last Status Change Date: Same presets as above. Created On / Updated On: Same presets as above. Opportunity Won On / Opportunity Lost On: Same presets as above. Some date operators support relative time values. For example, you can set a condition like “In the next 10 days” or “In the last 2 weeks” or use a fixed date when needed. - Controls: Last Stage Change Date, Last Status Change Date, Created On / Updated On, Opportunity Won On / Opportunity Lost On - Next: Organization‑specific fields power advanced segmentation. Any Opportunity Custom Field you add becomes available in filters with operators that match its data type. Full procedure: 1. Last Stage Change Date: Is, Is Not, Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom, In the Next, In the Last, Less Than, More Than. 2. Last Status Change Date: Same presets as above. 3. Created On / Updated On: Same presets as above. 4. Opportunity Won On / Opportunity Lost On: Same presets as above. 5. Some date operators support relative time values. For example, you can set a condition like “In the next 10 days” or “In the last 2 weeks” or use a fixed date when needed. --- ## **Custom Fields & Tags** Organization‑specific fields power advanced segmentation. Any Opportunity Custom Field you add becomes available in filters with operators that match its data type. **Note:** Checkout this [**article**](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/how-to-use-custom-fields-for-opportunities) to learn more about **Custom** **Fields** in **Opportunities**. **Examples:** Client Type (_is / is not_ buyer, seller, etc.), Efficiency Rating (_\=, ≠, <, >, empty / not empty_), Favorite Pet (text/list), Tags (difficulty/type), Time Tracked. - **Tip:** Ensure field types are correct (number vs text) so the right operators appear. ![Custom Fields & Tags (image 4 of 8)](https://jumpshare.com/share/2e6iBbpJftfZSCnNg9RQ+/Screen+Shot+2026-01-22+at+8.16.13+PM.png) **Custom Fields & Tags (image 4 of 8)** This screenshot appears in the "Custom Fields & Tags" section of "How to Filter Opportunities". The text alongside this image reads: Tip: Ensure field types are correct (number vs text) so the right operators appear. Immediately after, the guide continues: Note: By default, a pipeline has the opportunities filtered to show only the "Open" opportunities. If you are unable to find an opportunity, do ensure the correct filters and search is applied on the list. - What this covers: Tip: Ensure field types are correct (number vs text) so the right operators appear. - Controls: article, Custom, Fields, Opportunities - Next: Note: By default, a pipeline has the opportunities filtered to show only the "Open" opportunities. If you are unable to find an opportunity, do ensure the correct filters and search is applied on the list. --- ## **How To Filter Opportunities** **Note:** By default, a pipeline has the opportunities filtered to show only the "Open" opportunities. If you are unable to find an opportunity, do ensure the correct filters and search is applied on the list. 1. Log in to your sub-account. 2. Go to **Opportunities** from the left sidebar. 3. **Select the Pipeline** you want to review. ![Step 3 of 6: Select the Pipeline you want to review](https://jumpshare.com/share/D8sJph7yTErAl2H52u5L+/Screen+Shot+2026-01-22+at+8.24.05+PM.png) **Step 3 of 6: Select the Pipeline you want to review** This screenshot accompanies step 3 of 6 in the "How To Filter Opportunities" section of "How to Filter Opportunities". At this point in the walkthrough you select the Pipeline you want to review. For context, this section explains: Note: By default, a pipeline has the opportunities filtered to show only the "Open" opportunities. If you are unable to find an opportunity, do ensure the correct filters and search is applied on the list. The next step is to click Advanced Filter (funnel icon) beneath the Status area. - What to choose: Select the Pipeline you want to review. - Controls: Select the Pipeline, Opportunities, Advanced Filter, Apply - Next: Click Advanced Filter (funnel icon) beneath the Status area. Full procedure: 1. Log in to your sub-account. 2. Go to Opportunities from the left sidebar. 3. Select the Pipeline you want to review. <- this image 4. Click Advanced Filter (funnel icon) beneath the Status area. 5. Choose your filters as needed: Filter Options / Fields Owner & Followers Owner, Followers (supports dynamic value: me) Status Open, Won, Lost, Abandoned Opportunity Source is, is not, is empty, is not empty Campaign Type Campaign Type Date filters Last Stage Change Date, Last Status Change Date, Created On, Updated On, Opportunity Won On, Opportunity Lost On (Presets: Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom) Opportunity Value equal to, less than, greater than, not equal to, is empty, is not empty Custom fields Client Type, Efficiency Rating, Favorite Pet, Tags Time Tracked Time Tracked 6. Apply the filters to see results. 4. Click **Advanced Filter** (funnel icon) beneath the Status area. ![Step 4 of 6: Click Advanced Filter (funnel icon) beneath the Status area](https://jumpshare.com/share/wpWbLMZHBLBWjDd58VT9+/Screen+Shot+2026-01-22+at+8.25.57+PM.png) **Step 4 of 6: Click Advanced Filter (funnel icon) beneath the Status area** This screenshot accompanies step 4 of 6 in the "How To Filter Opportunities" section of "How to Filter Opportunities". At this point in the walkthrough you click Advanced Filter (funnel icon) beneath the Status area. The next step is to choose your filters as needed: Filter Options / Fields Owner & Followers Owner, Followers (supports dynamic value: me) Status Open, Won, Lost, Abandoned Opportunity Source is, is not, is empty, is not empty Campaign Type Campaign Type Date filters Last Stage Change Date, Last Status Change Date, Created On, Updated On, Opportunity Won On, Opportunity Lost On (Presets: Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom) Opportunity Value equal to, less than, greater than, not equal to, is empty, is not empty Custom fields Client Type, Efficiency Rating, Favorite Pet, Tags Time Tracked Time Tracked. - What to click: Click Advanced Filter (funnel icon) beneath the Status area. - Controls: Advanced Filter, Opportunities, Select the Pipeline, Apply - Next: Choose your filters as needed: Filter Options / Fields Owner & Followers Owner, Followers (supports dynamic value: me) Status Open, Won, Lost, Abandoned Opportunity Source is, is not, is empty, is not empty Campaign Type Campaign Type Date filters Last Stage Change Date, Last Status Change Date, Created On, Updated On, Opportunity Won On, Opportunity Lost On (Presets: Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom) Opportunity Value equal to, less than, greater than, not equal to, is empty, is not empty Custom fields Client Type, Efficiency Rating, Favorite Pet, Tags Time Tracked Time Tracked Full procedure: 1. Log in to your sub-account. 2. Go to Opportunities from the left sidebar. 3. Select the Pipeline you want to review. 4. Click Advanced Filter (funnel icon) beneath the Status area. <- this image 5. Choose your filters as needed: Filter Options / Fields Owner & Followers Owner, Followers (supports dynamic value: me) Status Open, Won, Lost, Abandoned Opportunity Source is, is not, is empty, is not empty Campaign Type Campaign Type Date filters Last Stage Change Date, Last Status Change Date, Created On, Updated On, Opportunity Won On, Opportunity Lost On (Presets: Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom) Opportunity Value equal to, less than, greater than, not equal to, is empty, is not empty Custom fields Client Type, Efficiency Rating, Favorite Pet, Tags Time Tracked Time Tracked 6. Apply the filters to see results. 5. Choose your filters as needed: | Filter | Options / Fields | | --- | --- | | Owner & Followers | Owner, Followers (supports dynamic value: me) | | Status | Open, Won, Lost, Abandoned | | Opportunity Source | is, is not, is empty, is not empty | | Campaign Type | Campaign Type | | Date filters | Last Stage Change Date, Last Status Change Date, Created On, Updated On, Opportunity Won On, Opportunity Lost On (Presets: Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom) | | Opportunity Value | equal to, less than, greater than, not equal to, is empty, is not empty | | Custom fields | Client Type, Efficiency Rating, Favorite Pet, Tags | | Time Tracked | Time Tracked | ![Step 5 of 6: Choose your filters as needed: Filter Options / Fields Owner &…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155069594450/original/nz8ryDwMrzj2k7vOB-Cj3BVgc4KLOIJZXw.gif) **Step 5 of 6: Choose your filters as needed: Filter Options / Fields Owner &…** This animation accompanies step 5 of 6 in the "How To Filter Opportunities" section of "How to Filter Opportunities". At this point in the walkthrough you choose your filters as needed: Filter Options / Fields Owner & Followers Owner, Followers (supports dynamic value: me) Status Open, Won, Lost, Abandoned Opportunity Source is, is not, is empty, is not empty Campaign Type Campaign Type Date filters Last Stage Change Date, Last Status Change Date, Created On, Updated On, Opportunity Won On, Opportunity Lost On (Presets: Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom) Opportunity Value equal to, less than, greater than, not equal to, is empty, is not empty Custom fields Client Type, Efficiency Rating, Favorite Pet, Tags Time Tracked Time Tracked. The next step is to apply the filters to see results. - What to fill in: Choose your filters as needed: Filter Options / Fields Owner & Followers Owner, Followers (supports dynamic value: me) Status Open, Won, Lost, Abandoned Opportunity Source is, is not, is empty, is not empty Campaign Type Campaign Type Date filters Last Stage Change Date, Last Status Change Date, Created On, Updated On, Opportunity Won On, Opportunity Lost On (Presets: Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom) Opportunity Value equal to, less than, greater than, not equal to, is empty, is not empty Custom fields Client Type, Efficiency Rating, Favorite Pet, Tags Time Tracked Time Tracked - Controls: Opportunities, Select the Pipeline, Advanced Filter, Apply - Next: Apply the filters to see results. Full procedure: 1. Log in to your sub-account. 2. Go to Opportunities from the left sidebar. 3. Select the Pipeline you want to review. 4. Click Advanced Filter (funnel icon) beneath the Status area. 5. Choose your filters as needed: Filter Options / Fields Owner & Followers Owner, Followers (supports dynamic value: me) Status Open, Won, Lost, Abandoned Opportunity Source is, is not, is empty, is not empty Campaign Type Campaign Type Date filters Last Stage Change Date, Last Status Change Date, Created On, Updated On, Opportunity Won On, Opportunity Lost On (Presets: Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom) Opportunity Value equal to, less than, greater than, not equal to, is empty, is not empty Custom fields Client Type, Efficiency Rating, Favorite Pet, Tags Time Tracked Time Tracked <- this image 6. Apply the filters to see results. 6. **Apply** the filters to see results. ![Step 6 of 6: Apply the filters to see results](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155067905683/original/fdZfbdSnMZNNQQDX83M1jpJW1MhlSMv8fA.png) **Step 6 of 6: Apply the filters to see results** This screenshot accompanies step 6 of 6 in the "How To Filter Opportunities" section of "How to Filter Opportunities". At this point in the walkthrough you apply the filters to see results. For context, this section explains: Note: By default, a pipeline has the opportunities filtered to show only the "Open" opportunities. If you are unable to find an opportunity, do ensure the correct filters and search is applied on the list. - What this covers: Apply the filters to see results. - Controls: Apply, Opportunities, Select the Pipeline, Advanced Filter Full procedure: 1. Log in to your sub-account. 2. Go to Opportunities from the left sidebar. 3. Select the Pipeline you want to review. 4. Click Advanced Filter (funnel icon) beneath the Status area. 5. Choose your filters as needed: Filter Options / Fields Owner & Followers Owner, Followers (supports dynamic value: me) Status Open, Won, Lost, Abandoned Opportunity Source is, is not, is empty, is not empty Campaign Type Campaign Type Date filters Last Stage Change Date, Last Status Change Date, Created On, Updated On, Opportunity Won On, Opportunity Lost On (Presets: Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom) Opportunity Value equal to, less than, greater than, not equal to, is empty, is not empty Custom fields Client Type, Efficiency Rating, Favorite Pet, Tags Time Tracked Time Tracked 6. Apply the filters to see results. <- this image --- ## **Frequently Asked Questions** **Q: Can I combine multiple filters?** Yes. Add multiple conditions and choose **AND** or **OR** logic to narrow or broaden results. **Q: What’s the difference between Last Stage Change and Last Status Change?** Stage tracks movement between pipeline stages; Status tracks lifecycle outcome (Open, Won, Lost, Abandoned). **Q: Which operators are available for value or numeric fields?** A: _Equal to, not equal to, less than, greater than, is empty, is not empty_. **Q: Can I filter by deals I recently won or lost?** Yes. Use **Opportunity Won On** or **Opportunity Lost On** and pick a date preset or custom range. --- ## **Related Articles** - [Understanding Opportunities in GHL Customer Care](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/introduction-to-opportunities/understanding-opportunities-in-ghl-customer-care) - [Step-by-Step Guide to Creating Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/step-by-step-guide-to-creating-opportunities) - [Editing Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/editing-opportunities) - [Editing Opportunities Status](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/editing-opportunities-status) - [Bulk Edit Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/bulk-actions-for-opportunities/bulk-edit-opportunities) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com