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DocsOpportunities List
Browse, filter, and manage your sales opportunities from a single unified list view
Your Sales Pipeline at a Glance
The Opportunities list is the central hub for tracking every deal in your sales process. Each row represents a potential sale, showing key details like stage, value, probability, and expected close date. Use the powerful filtering and sorting tools to focus on the deals that matter most right now.
List Columns
Each opportunity row displays the following information at a glance.
Name
The opportunity name, which typically describes the deal or project. Click the name to open the detail page.
Company
The company associated with this deal. Links directly to the company record.
Stage
The current pipeline stage displayed as a color-coded badge. Stages include Discovery, Qualification, Proposal, Negotiation, Closed Won, and Closed Lost.
Value
The total deal amount formatted in the deal's currency.
Probability %
The likelihood of closing the deal, typically derived from the pipeline stage but adjustable per opportunity.
Deal Type
Categorizes the deal as New Business, Existing Business, Renewal, or Cross-Sell.
Forecast Category
Used for revenue forecasting: Pipeline, Best Case, Commit, or Closed.
Deal Source
Where the deal originated, such as inbound marketing, referral, or outbound prospecting.
Expected Close Date
The target date for closing the deal. Overdue dates are highlighted for quick identification.
Owner
The team member responsible for managing the opportunity.
Last Activity
Timestamp of the most recent activity logged against this opportunity, helping you identify stale deals.
Next Step
A brief description of what needs to happen next to move the deal forward.
Created
The date the opportunity was first created in the system.
Filtering Opportunities
Narrow down the list using any combination of filters to find exactly the deals you need.
Search
Free-text search that matches against opportunity name, company name, and next step fields.
Stage
Filter by a specific stage, or select Open to show all open opportunities (everything except Closed Won and Closed Lost).
Company
Filter to show only opportunities linked to a specific company.
Owner
Show only deals assigned to a particular team member.
Expected Close Date
Date range presets including Overdue, Today, This Week, This Month, This Quarter, and Next Quarter.
Value Range
Set a minimum and maximum deal value to focus on deals within a specific size range.
Deal Type
Filter by New Business, Existing Business, Renewal, or Cross-Sell.
Forecast Category
Filter by Pipeline, Best Case, Commit, or Closed for forecasting purposes.
Activity Staleness
Surface deals that have not had any activity for a specified period, helping you identify neglected opportunities that need attention.
Archive
Toggle to include or exclude archived opportunities from the list.
Custom Fields
If your organization has configured custom fields for opportunities, they appear as additional filter options.
Sorting
Click any sortable column header to reorder the list.
The opportunities list supports sorting by the following fields. Click a column header once for ascending order, click again for descending. The default sort is by creation date, newest first.
- Created — when the opportunity was added
- Name — alphabetical by opportunity name
- Amount — deal value from smallest to largest (or reverse)
- Expected Close Date — nearest closing dates first
- Stage — ordered by pipeline stage position
- Last Activity — most or least recently active deals