How to filter, sort and search deals

Filters let you cut through a pipeline with many deals and focus on exactly what matters right now — deals assigned to you, deals in a specific stage, overdue items, or any combination of fields. This article covers filtering, searching, and sorting in both Kanban and List view.

Filtering deals

Filters work in both Kanban and List view. To apply a filter:

1. Open any pipeline
2. Click Filters at the top of the pipeline view
3. Select the field you want to filter by and set the value
4. The board or list updates immediately to show only matching deals

You can combine multiple filters at once — for example, Assignee = you AND Tag = Referral to see only your referral leads. Click Clear filters to reset.

What you can filter by

• Assignee — see only your deals, or a specific team member's
• Stage — narrow to one or more stages
• Tags — filter by any tag applied to deals
• Custom fields — any field you've created (deal value, lead source, close date, etc.)

Note: Saved filters are coming soon. Currently, filters reset when you navigate away from the pipeline. If you rely on the same filter repeatedly, the fastest workaround is to bookmark the filtered URL or note your filter combination somewhere accessible.

Searching deals

The search box at the top of any open pipeline lets you search deals by name within that pipeline. Type any part of the deal name and the list narrows to matching results.

Note: Search is case-sensitive in some situations. If you're not finding a deal you know exists, try matching the exact capitalisation of the deal name — e.g. "James from Apollo" rather than "james from apollo".

Sorting deals in List view

Column header sorting is not yet supported — clicking a column header won't sort the list. This is a known limitation and is on the roadmap. For now, use filters to narrow down what you're looking at:

• Filter by Assignee = you to focus on your own deals
• Filter by Stage to see only deals in a specific part of your pipeline
• Filter by Tags to segment by deal type or source
• Filter by any custom field (close date, deal value, lead source) to slice your pipeline as needed

Column sorting by clicking headers is planned for a future update.

Showing and hiding columns in List view

In List view, click the Columns button to choose which fields appear as columns. Hide fields you don't need for a cleaner view, or add custom fields you want to track at a glance. Note: column visibility and column order preferences don't persist after a page refresh yet — this is actively being worked on, along with Saved Filters, and will be available soon.

Practical filtering workflows

Daily review: Filter by Assignee = you in List view. You get only your own deals, editable inline, without noise from the rest of the pipeline.

Weekly pipeline review with a team: Filter by Stage to look at each stage one at a time. Discuss what's stuck, who needs help, what's moving.

Finding high-value deals: Filter by deal value in List view to surface your biggest opportunities, regardless of which stage they're in.

If you run into issues, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact — we typically respond within 4 hours on business days.