How To Create a Custom Opportunities List View

Purpose:

The purpose of this article is to provide direction to Outreach users in creating a custom view for Opportunities List View.

Access the Outreach Platform.
Click the Opportunities icon (dollar sign) in the navigation sidebar.
Click +Add Filter and add filters as applicable.
Note: Quickly sort columns by clicking the Sort By: option.
Click Save View.
Input the name for the new view in the Name field.
Select the applicable owner from the Owner dropdown menu.
Select the applicable sharing option from the Sharing dropdown menu.
Click to enable the Set as my default view option as applicable.
Click Save.

Note: Users can save a custom view as a default view by searching or clicking the views dropdown and selecting a view to set as default.

Note: To edit an existing view, search and select the applicable view from the dropdown menu and add or remove criteria as applicable.

Option	Description
Account	Is Is not Starts with Is empty Is not empty
Amount	Is Is not Between Greater than or equal to Less than or equal to Is empty Is not empty
Close Date	At Between Is empty Is not empty Last 7 Days Last 30 Days Last 90 Days Last month Next 7 Days Next 30 Days Next 90 Days Next month This month Today Today and Later Until Today Year to Date
Created Date	At Between Is empty Is not empty Last 7 days Last 30 days Last 90 days Last month This month Today Until today Year to date
Descriptions	Is Is not Starts with Is empty Is not empty
Favorited By	Favorited by active user.
Last Contacted Date	At Between Is empty Is not empty Last 7 Days Last 30 Days Last 90 Days Last month This month Today Until Today Year to date
Last Updated Date	At Between Is empty Is not empty Last 7 days Last 30 days Last 90 days Last month This month Today Until today Year to date
Name	Is Is not Starts with Is empty Is not empty
Opportunity Type	Is Is not Starts with Is empty Is not empty
Owner	Is you Is named Is not named Is current user Starts with Is empty Is not empty
Owner Team	Is named Is your team
Stage	Is Is not Starts with Is empty Is not empty
Tags	Contains any Contains all Does not contain Is empty Is not empty
Custom Fields	See applicable custom field.