How Can I Filter Opportunities in Pitchbox?

You can easily filter through opportunities to locate specific prospects that fit your criteria. 🔍 This filter can be found on various pages throughout Pitchbox, such as the Workflow, Opportunity Search, Pipeline, Reporting and more.

You can save frequently used filters to sort through your opportunities even faster. ⚡

Additionally, you can use our Advanced Filters. Place your cursor over each column to see the abbreviation necessary for each metric. 

Open the cheat sheet by clicking the '?' icon next to the search box to see examples of how to use the Advanced Filter.