Search, filter, and save opportunity views

Tilgjengelig i alle planerSlik gjør duÅpne i DealJourney

The Muligheter page lets you view the pipeline two ways and narrow it down to what you need:

  1. 1Board vs list — use the view toggle near the top right to switch between Kanban-tavle and Liste. The board shows one column per stage (best for working deals); the list is a sortable table (best for scanning and exporting).
  2. 2Search — type into the Søk box to find a deal by name.
  3. 3Filters — open the filter bar to narrow by stage, owner, amount, and other fields.

Set up a filter you use often and save it as a view, so you don't have to rebuild it each time. Saved views appear under Muligheter in the sidebar and can be shared with your team.

The filter bar and saved views are the same component on every list in DealJourney, so anything you learn here works on the others: Filter a list covers building a filter, and Save and share a view covers keeping and sharing one.

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