Browse, filter, and manage your sales opportunities from a single unified list view
The Opportunities list is the central hub for tracking every deal in your sales process. Each row represents a potential sale, showing key details like stage, value, probability, and expected close date. Use the powerful filtering and sorting tools to focus on the deals that matter most right now.
Each opportunity row displays the following information at a glance.
The opportunity name, which typically describes the deal or project. Click the name to open the detail page.
The company associated with this deal. Links directly to the company record.
The current pipeline stage displayed as a color-coded badge. Stages include Discovery, Qualification, Proposal, Negotiation, Closed Won, and Closed Lost.
The total deal amount formatted in the deal's currency.
The likelihood of closing the deal, typically derived from the pipeline stage but adjustable per opportunity.
Categorizes the deal as New Business, Existing Business, Renewal, or Cross-Sell.
Used for revenue forecasting: Pipeline, Best Case, Commit, or Closed.
Where the deal originated, such as inbound marketing, referral, or outbound prospecting.
The target date for closing the deal. Overdue dates are highlighted for quick identification.
The team member responsible for managing the opportunity.
Timestamp of the most recent activity logged against this opportunity, helping you identify stale deals.
A brief description of what needs to happen next to move the deal forward.
The date the opportunity was first created in the system.
Narrow down the list using any combination of filters to find exactly the deals you need.
Free-text search that matches against opportunity name, company name, and next step fields.
Filter by a specific stage, or select Open to show all open opportunities (everything except Closed Won and Closed Lost).
Filter to show only opportunities linked to a specific company.
Show only deals assigned to a particular team member.
Date range presets including Overdue, Today, This Week, This Month, This Quarter, and Next Quarter.
Set a minimum and maximum deal value to focus on deals within a specific size range.
Filter by New Business, Existing Business, Renewal, or Cross-Sell.
Filter by Pipeline, Best Case, Commit, or Closed for forecasting purposes.
Surface deals that have not had any activity for a specified period, helping you identify neglected opportunities that need attention.
Toggle to include or exclude archived opportunities from the list.
If your organization has configured custom fields for opportunities, they appear as additional filter options.
Click any sortable column header to reorder the list.
The opportunities list supports sorting by the following fields. Click a column header once for ascending order, click again for descending. The default sort is by creation date, newest first.