Overview
You can now sort Opportunities using custom fields. Organize your pipeline based on the data that actually matters to your business.
What’s New
- Sort Opportunities using custom fields
- Supported field types: Single Line, Multi Line Text, Dropdown (Single Select), Radio Select, Number, Monetary, Phone, Date
- Works with existing sort functionality
- Available across all pipelines and views
How It Works
- Go to Opportunities
- Click on Sort
- Select a custom field
- Choose ascending or descending
- Opportunities reorder instantly
Why It Matters
- Prioritize deals based on your own data
- Reduce manual effort in pipeline management
- Get better visibility into key deal attributes
- Move beyond default-field limitations
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