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Filtering Opportunities in CRM

Filtering opportunities in the Synergy CRM add-on

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrator

Previous steps: N/A

How to filter opportunities in the Synergy CRM add-on

1. From the Opportunity List or Kanban Board, select the Search icon in the top-right corner of the page:

2. Enter a value in at least one of the filter fields:

3. Select Search to apply filters.

4. Select Clear to remove all filters.

By following the steps above, users can filter opportunities in the Synergy CRM.


In the search bar, users can filter opportunities by Opportunity name, number, or Account name.

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