March 27th, 2026

Improved

Sales Pipelines

Advanced Filters Revamp & Expanded Date Operators

🚀 What’s New

  • Redesigned Advanced Filters UI for a more structured and intuitive experience

  • Fields are now grouped into folders for easier navigation

  • Improved Stage filtering for more precise selection

  • New date operators added like : Is not, In the next, In the last, More than and Less than

  • Support for relative time filters (minutes, hours, days, weeks, months, years)

  • Nested filters to build more advanced conditions

  • All filter capabilities now available inside Smart Tags

🛠️ How It Works

  • Open Advanced Filters in Opportunities

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  • Select a field from grouped sections (e.g., Opportunity Details, Associations)

  • Choose an operator (e.g., In the next, More than)

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  • Define time using relative values (e.g., 10 days, 2 weeks) or fixed dates

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  • Use the Stage filter

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  • Combine filters using AND or nested logic

  • Apply the same logic when creating Smart Tags

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⭐ Why It Matters

  • Quickly narrow down opportunities with high precision

  • Handle complex use cases like “Follow-ups in next 7 days” or “Inactive for 30+ days”

  • Reduce manual work with reusable logic in Smart Tags

  • Cleaner UI means less time searching and more time acting

📝 Notes

  • Works across Opportunities and Smart Tags

  • Existing filters remain unchanged and fully supported

  • This feature is currently available in Subaccount > Labs

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