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

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

Managing pipelines just got faster—and a lot more visual.

What’s New

• Create and edit pipelines directly from the pipeline dropdown
• Assign colors to each stage within a pipeline
• Choose how colors appear: Default (no color), Colored dot or Background tint
• Stage colors now reflect across key views like Kanban and record details

How It Works

• Open the pipeline dropdown in Opportunities
• Click + New pipeline to create instantly

• Use the edit icon next to any pipeline to modify it

• Create or Edit a pipeline to assign stage colors

• Select your preferred display style (dot or background tint)

Why This Matters

• Faster pipeline management without extra navigation
• Better visual clarity across stages and deals
• Easier to scan pipelines and prioritize work
• Consistent experience across views

Notes

• Color preferences apply at the pipeline level
• All users see the same stage color configuration

Managing pipelines just got faster—and a lot more visual.

What’s New

• Create and edit pipelines directly from the pipeline dropdown
• Assign colors to each stage within a pipeline
• Choose how colors appear: Default (no color), Colored dot or Background tint
• Stage colors now reflect across key views like Kanban and record details

How It Works

• Open the pipeline dropdown in Opportunities
• Click + New pipeline to create instantly

• Use the edit icon next to any pipeline to modify it

• Create or Edit a pipeline to assign stage colors

• Select your preferred display style (dot or background tint)

Why This Matters

• Faster pipeline management without extra navigation
• Better visual clarity across stages and deals
• Easier to scan pipelines and prioritize work
• Consistent experience across views

Notes

• Color preferences apply at the pipeline level
• All users see the same stage color configuration

Managing pipelines just got faster—and a lot more visual.

What’s New

• Create and edit pipelines directly from the pipeline dropdown
• Assign colors to each stage within a pipeline
• Choose how colors appear: Default (no color), Colored dot or Background tint
• Stage colors now reflect across key views like Kanban and record details

How It Works

• Open the pipeline dropdown in Opportunities
• Click + New pipeline to create instantly

• Use the edit icon next to any pipeline to modify it

• Create or Edit a pipeline to assign stage colors

• Select your preferred display style (dot or background tint)

Why This Matters

• Faster pipeline management without extra navigation
• Better visual clarity across stages and deals
• Easier to scan pipelines and prioritize work
• Consistent experience across views

Notes

• Color preferences apply at the pipeline level
• All users see the same stage color configuration