Filter can be applied to Opportunity both on the List and the Kanban View

List view showcases all the Opportunities in a ‘List’ format along with the information on the respective owner, pipeline, stage, clients and much more.


We have the option to view specific Opportunities by adding filters.


For example, to view all opportunities which are in the ‘Prospect’ stage, add the following condition and click on “Apply Filter”.




Once the filter is applied, you will see all the respective opportunities.


Example to illustrate the Filter option in Kanban View :


Note: The filter applied can be saved for future reference.