Overview

You can now sort Opportunities using custom fields. Organize your pipeline based on the data that actually matters to your business.

What’s New

• Sort Opportunities using custom fields

• Supported field types: Single Line, Multi Line Text, Dropdown (Single Select), Radio Select, Number, Monetary, Phone, Date

• Works with existing sort functionality

• Available across all pipelines and views

How It Works

• Go to Opportunities

• Click on Sort

• Select a custom field

• Choose ascending or descending

• Opportunities reorder instantly

Why It Matters

• Prioritize deals based on your own data

• Reduce manual effort in pipeline management

• Get better visibility into key deal attributes

• Move beyond default-field limitations