For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/filter-opportunities.md.
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      • Filter the board's opportunities

      The Filter button at the top of the board opens a matrix of ready-made cuts grouped into four categories: the questions a sales team repeats every day. If none of them is what you need, the advanced filter is one click away and builds any condition.

      Before you start

      • Role: anyone who can see the board can filter it. The filter applies only to you and clears when you reload the page — it does not change what teammates see. Check what each role reaches in the permissions table.

      Use a ready-made filter

      1. At the top of the board, click Filter.
      2. Click the cut you want. The board filters right away and the modal closes.

      The Filter button stays highlighted while a filter is on, with the number of conditions next to it.

      Actions — what needs someone now

      FilterWhat it brings
      No next actionOpen opportunities with no task scheduled — the ones that stop moving without anyone noticing.
      Due todayWith a pending task due today.
      OverdueWith a pending task whose deadline has passed.

      Closing — when the money lands

      FilterWhat it brings
      Closing in 7 daysOpen, expected to close within the next week.
      Closing this monthOpen, expected to close within the current month.
      Past due dateThe expected close date passed and the deal is still open.

      Profile — what the opportunity is

      FilterWhat it brings
      High priorityEverything marked as high priority.
      HotOpportunities with hot temperature.
      Cooling downOpen, with cold or frozen temperature.

      Pace — how the pipeline moves

      FilterWhat it brings
      Created in the last 7 daysWhat entered the pipeline in the past week.
      Stalled for 15 daysOpen and unchanged for 15 days or more.
      My opportunitiesOpportunities you own. Only shows if you are an attendant.

      The cuts that look backwards — past due date and stalled — bring only open opportunities. Without that, every won or lost deal with an old date would show up in the list.

      A pending task is one that still needs doing: both an open task and one that already has a scheduled time. It is the same rule that decides whether the card shows its next action — the Actions filters and the card tell the same story.

      Clear the filter

      Two ways, both under Filter:

      • click the highlighted cut again;
      • or use Clear filter, at the bottom of the modal.

      Go to the advanced filter

      Advanced filter, at the bottom of the modal, opens the condition builder: pick the field, the operator and the value, combine as many conditions as you want with AND / OR, and see the opportunity count before applying.

      If you had already applied a ready-made cut, it opens with that cut's conditions filled in — you adjust on top of what was already in effect instead of starting over. For example: apply Stalled for 15 days, open the advanced filter and change the window to 30.

      Frequently asked questions

      Is the filter saved? No. It applies to your session on the board; reloading the page starts with no filter.

      Does filtering hide opportunities from anyone? No. The filter only changes what you are seeing at that moment.

      Why don't I see "My opportunities"? That cut depends on you having an attendant record in the workspace. Without it there is no "owner equals me" to filter by.