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Opportunity List Filters

When you work with a list of opportunities, you can select Filters to view and manage only those that meet specific criteria, such as to prioritize efforts for the upcoming week. After you select the criteria of the opportunities to include, select Apply filters.

These filters are cumulative, so imagine an "and" between each. For example, if you specify both a deadline and an assigned fundraiser, you can create a list of opportunities assigned to you that are due within the next week.

Tip: To remove the filters and include all opportunities assigned to you and added to constituents you manage, select Filters and then Clear all filters.