Filtering opportunities just got faster, cleaner, and way more powerful.

What’s New

• Redesigned Advanced Filters UI for a more structured and intuitive experience

• Fields are now grouped into folders for easier navigation

• Improved Stage filtering for more precise selection

• New date operators added like : 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 build more advanced conditions

• All filter capabilities now available inside Smart Tags

How It Works

• 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

• Use the Stage filter

• Combine filters using AND or nested logic

• Apply the same logic when creating Smart Tags

Why It Matters

• Quickly narrow down opportunities with high precision

• Handle complex use cases like “Follow-ups in next 7 days” or “Inactive for 30+ days”

• Reduce manual work with reusable logic in Smart Tags

• Cleaner UI means less time searching and more time acting

Notes

• Works across Opportunities and Smart Tags

• Existing filters remain unchanged and fully supported

• This feature is currently available in Subaccount > Labs