> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-filters/crm-filter-and-organize-opportunities.md).

# CRM - Filter and Organize Opportunities

In the CRM, it is possible **to filter and organize opportunities** to make it easier to view deals and better track the progress of the sales funnel.

{% embed url="<https://youtu.be/dkP9MBYRPPE>" %}

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### Opportunity Sorting

In addition to filters, the CRM allows **organizing opportunities by sorting**, making it easier to prioritize and analyze deals.

#### Sorting direction

You can define the sorting direction:

* **Ascending** – from smallest to largest or from oldest to newest.
* **Descending** – from largest to smallest or from newest to oldest.

#### Sort by

Opportunities can be organized by the following fields:

* **Title**
* **Value**
* **Loss reason**
* **Win reason**
* **Expected closing date**
* **Loss date**
* **Win date**
* **Reopen date**
* **Creation date**
* **Update date**

This feature helps visualize, for example, **the most recent opportunities, the highest-value ones, or those nearing closure**.

***

### Standard Filters

The **standard filters** allow you to quickly find opportunities using common CRM criteria.

It is possible to filter by:

* **Status**
* **Responsible party**
* **Archived only**
* **Creation date**
* **Expected closing date**
* **Created on**
* **Value from**
* **Last activity**
* **Expected close date**
* **Last message sent**

These filters help locate specific opportunities and better track deal progress.

***

### Advanced Filters

In addition to standard filters, the CRM also allows using **advanced filters**.

With this feature, you can **create custom filters using conditions**, allowing you to find opportunities with more specific criteria.

Advanced filters are useful for more detailed analyses, such as identifying opportunities that meet **multiple criteria at the same time**.

***

### Benefits of using filters and sorting

* Better **sales funnel organization**
* **Quick location** of opportunities
* Greater **control over deals**
* Better **lead prioritization**
* Support in **management and monitoring of the sales team**.


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