How to Filter Opportunities in GoHighLevel Like a Pro
Updated April 25, 2024
Cluttered opportunity boards make it hard to spot the deals that need attention, especially as your pipeline scales across multiple campaigns and owners. This guide walks you through every filter type available in GoHighLevel — from standard fields like status and lead value to custom field filters — so you can build a focused, actionable view of your opportunities.
Leverage filters to segregate and view tailored data on your opportunity board. Filters accommodate both standard and customized fields, offering precise control over your information display.
Creating a Filter
To access filters, simply click on the filter icon located at the top right corner of the opportunities board. You can apply multiple filters simultaneously, offering flexibility in two distinct configurations, as detailed below.
Filter Conditions
Two types of filter conditional logic are possible: AND and OR
- AND – Every condition must be met for each opportunity
- OR – At least one condition must be met for each opportunity
These filter conditions can be changed using the toggle on the top right of the filter right sidebar
Filter Types
The filters are divided into 2 groups:
- Standard Filters – Based on opportunity activity and standard fields
- Owner
- Status
- Campaign Type
- Last Stage Change
- Created on
- Updated on
- Lead Value
- Opportunity won on
- Opportunity lost on
- Custom Filters – Filters for Custom fields in opportunities (except File Upload and Signature Field)
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