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Opportunities & Pipelines

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.

4 min read932 words8 explained imagesUpdated Wed, 6 May at 8:33 AM
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On this page
  1. Key Benefits of Filtering Opportunities
  2. Filter Logic (AND/OR)
  3. Standard Filters Overview
  4. Date-Based Filters
  5. Custom Fields & Tags
  6. How To Filter Opportunities
  7. Frequently Asked Questions
  8. Related Articles

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?

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) What this shows Note: Click Add nested filter to add an AND condition. What this shows Illustrates the "Filter Logic (AND/OR)" section of "How to Filter Opportunities". 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. Image 1 of 8 What to clickNote: Click Add nested filter to add an AND condition. Click Add Filter to add an OR condition.
Fields in this part of the guide AND - Every condition must be met for each opportunityOR - At least one condition must be met for each opportunity
Buttons and menus referenced AND -OR -Owner = Person A AND Status = OpenStatus = Won OR Status = LostAdd nested filterANDAdd FilterOR
Next stepStandard filters cover the most common CRM fields and actions. Use them to sort by responsibility, progress, value, and activity recency.
All 2 steps in this 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) What this shows Owner: Select one or more owners, or use me to dynamically match the logged-in viewer. What this shows Illustrates the "Standard Filters Overview" section of "How to Filter Opportunities". 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. Image 2 of 8 What to fill inOwner: 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).
Buttons and menus referenced StatusOpen, Won, Lost, AbandonedOpportunity SourceCampaign TypeOpportunity Value
Next stepDate filters help you track recent changes and outcomes. Presets speed selection and keep reports consistent.
All 6 steps in this 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) What this shows 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… What this shows Illustrates the "Date-Based Filters" section of "How to Filter Opportunities". 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. Image 3 of 8 What this coversLast 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.
Buttons and menus referenced Last Stage Change DateLast Status Change DateCreated On / Updated OnOpportunity Won On / Opportunity Lost On
Next stepOrganization‑specific fields power advanced segmentation. Any Opportunity Custom Field you add becomes available in filters with operators that match its data type.
All 5 steps in this 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 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) What this shows Tip: Ensure field types are correct (number vs text) so the right operators appear. What this shows Illustrates the "Custom Fields & Tags" section of "How to Filter Opportunities". 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. Image 4 of 8 What this coversTip: Ensure field types are correct (number vs text) so the right operators appear.
Buttons and menus referenced articleCustomFieldsOpportunities
Next stepNote: 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 What this shows Step 3 of 6: Select the Pipeline you want to review. What this shows Shows what to choose for step 3 of 6 in the "How To Filter Opportunities" section of "How to Filter Opportunities". 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. Step 3 of 6Image 5 of 8 What to chooseSelect the Pipeline you want to review.
    Buttons and menus referenced Select the PipelineOpportunitiesAdvanced FilterApply
    Next stepClick Advanced Filter (funnel icon) beneath the Status area.
    All 6 steps in this 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 What this shows Step 4 of 6: Click Advanced Filter (funnel icon) beneath the Status area. What this shows Shows what to click for step 4 of 6 in the "How To Filter Opportunities" section of "How to Filter Opportunities". 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. Step 4 of 6Image 6 of 8 What to clickClick Advanced Filter (funnel icon) beneath the Status area.
    Buttons and menus referenced Advanced FilterOpportunitiesSelect the PipelineApply
    Next stepChoose 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
    All 6 steps in this 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:

    FilterOptions / Fields
    Owner & FollowersOwner, Followers (supports dynamic value: me)
    StatusOpen, Won, Lost, Abandoned
    Opportunity Sourceis, is not, is empty, is not empty
    Campaign TypeCampaign Type
    Date filtersLast 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 Valueequal to, less than, greater than, not equal to, is empty, is not empty
    Custom fieldsClient Type, Efficiency Rating, Favorite Pet, Tags
    Time TrackedTime Tracked
    Step 5 of 6: Choose your filters as needed: Filter Options / Fields Owner &… What this shows Step 5 of 6: Choose your filters as needed: Filter Options / Fields Owner & Followers Owner, Followers (supports dynamic value: me) Status Open, Won… What this shows Shows what to fill in for step 5 of 6 in the "How To Filter Opportunities" section of "How to Filter Opportunities". 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. Step 5 of 6Image 7 of 8 What to fill inChoose 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
    Buttons and menus referenced OpportunitiesSelect the PipelineAdvanced FilterApply
    Next stepApply the filters to see results.
    All 6 steps in this 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 What this shows Step 6 of 6: Apply the filters to see results. What this shows Shows what this covers for step 6 of 6 in the "How To Filter Opportunities" section of "How to Filter Opportunities". 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. Step 6 of 6Image 8 of 8 What this coversApply the filters to see results.
    Buttons and menus referenced ApplyOpportunitiesSelect the PipelineAdvanced Filter
    All 6 steps in this 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.

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