How to Filter Opportunities in GoHighLevel

Managing sales pipelines in GoHighLevel is much easier when you know how to filter opportunities quickly and precisely. If you have used platforms like ClickUp for task filtering, you will find that GoHighLevel offers similarly flexible ways to narrow down prospects, leads, and deals so you can focus on the most important records.

This how-to guide walks you through every available opportunity filter, explains what each option does, and shows you how to combine filters for powerful pipeline views.

Understanding the GoHighLevel Opportunities View

The Opportunities section in GoHighLevel is designed to give you a clear picture of leads and deals moving through your pipeline stages. Before diving into specific filters, it helps to understand where and how these filters appear on the screen.

When you open the Opportunities area, you will typically see:

• A list or board of all opportunities that match your current pipeline and stage selection.
• Filter controls at the top of the page, allowing you to refine which records are displayed.
• Options to toggle between views such as cards or tables, depending on your account setup.

Filters help you drill down to exactly the opportunities you need to work on right now, based on status, date, value, and more.

Main GoHighLevel Opportunity Filter Types

GoHighLevel provides multiple filter categories so that you can slice your opportunity data from different angles. The most common filters you will use include:

• Search and text-based filters for names or keywords.
• Status filters to show open, won, or lost records.
• Date range filters to focus on recent or specific time periods.
• Source and user filters to see leads from particular campaigns or team members.

You can generally combine several filters at once to build a very focused list of opportunities in your GoHighLevel account.

How to Access Filters in GoHighLevel Opportunities

To start filtering, navigate to the Opportunities area of your GoHighLevel workspace. The filter controls are typically displayed at the top of the page. Use these steps as a general workflow:

1. Open the Opportunities section from your main navigation.
2. Select the pipeline you want to work in, if your account has multiple pipelines.
3. Locate the filter panel or icons at the top of the opportunity list or board.
4. Click any filter option (such as date, status, or owner) to reveal more detailed choices.

Once filters are applied, the list refreshes to show only matching records, helping you concentrate on the most relevant opportunities.

Filtering Opportunities by Status in GoHighLevel

Status-based filtering is one of the fastest ways to manage your workload in GoHighLevel. Typical status options include:

• Open – Opportunities that are still active and need follow-up.
• Won – Deals that have been successfully closed.
• Lost – Opportunities that did not convert.
• Abandoned or other custom categories depending on your setup.

To filter by status:

1. Open the Opportunities view in GoHighLevel.
2. Find the filter for Status or equivalent label.
3. Select one or more statuses (for example, only Open and Won).
4. Apply the filter to instantly refresh the list.

This makes it simple to create focused lists, such as only active deals or only closed-won opportunities for reporting.

Using Date Filters in GoHighLevel Opportunities

Date filters help you narrow the opportunities shown based on when they were created, updated, or moved through your pipeline. Depending on your configuration, you might see options such as:

• Today
• Yesterday
• This week
• Last 7 days
• This month
• Custom date range

To filter by date:

1. Click the date filter control in your GoHighLevel Opportunities view.
2. Choose a preset option (like This week) or define a custom start and end date.
3. Apply the filter to limit displayed opportunities to that timeframe.

Date filters are especially useful for reviewing recent activity, tracking weekly performance, or preparing period-specific reports.

Filtering by Pipeline, Stage, and User in GoHighLevel

In many GoHighLevel setups, opportunities exist in multiple pipelines and stages, and are assigned to different users or teams. Filters for these fields help you quickly segment your data.

Filter by Pipeline

Use the pipeline filter to show only the opportunities related to a specific sales process.

1. Open Opportunities in GoHighLevel.
2. Select the pipeline drop-down near the top of the view.
3. Choose the pipeline you want to analyze.

The board or list will then display only that pipeline’s opportunities.

Filter by Stage

Stages represent steps in your sales process, such as New Lead, Qualified, Proposal, and Closed. To filter by stage:

1. With the correct pipeline selected, locate the stage filter.
2. Choose one or more stages that you want to focus on.
3. Apply the filter to view only opportunities in those stages.

This is ideal when you want to review all leads at a specific point in your funnel.

Filter by Assigned User or Owner

If your team shares the same GoHighLevel account, owner filters allow you to see which opportunities belong to specific users or agents.

1. In the Opportunities view, find the Owner or Assigned To filter.
2. Select one or more users from the list.
3. Apply the filter to see only opportunities owned by those team members.

This is used often by managers for performance reviews and by agents to focus only on their own pipeline.

Advanced Filtering Options in GoHighLevel

Beyond basic status, date, and owner filters, GoHighLevel typically supports additional fields that you can use for more granular segmentation. Depending on your configuration, these can include:

• Opportunity value or amount
• Tags or labels
• Lead source or campaign
• Custom fields you have added for your business

When setting advanced filters, you might see operators such as:

• Equals
• Does not equal
• Contains
• Greater than / less than

Use these to create precise combinations. For example, you can filter opportunities where the value is greater than a specific amount and the source is a particular campaign.

Combining Multiple Filters in GoHighLevel

The real power of GoHighLevel opportunity filtering appears when you combine several filters at once. This allows you to build very specific working lists.

For example, you might create a filtered view that shows:

• Opportunities with an Open status,
• In a particular pipeline stage,
• Owned by a specific user,
• Created this month,
• With a value above a certain threshold.

To do this, simply select and apply each filter one by one. The Opportunities view will refresh each time, displaying only records that match every selected condition.

Saving and Reusing Filtered Views in GoHighLevel

Many GoHighLevel configurations allow you to save custom views once you have applied your preferred filters. This saves time when you frequently review the same type of data.

The exact options may vary by account, but usually the workflow looks like this:

1. Apply all the filters you want (status, date, owner, stage, etc.).
2. Look for a button or menu to Save View or Save Filter.
3. Name the view clearly, such as “Open Deals This Month” or “My High-Value Leads”.
4. Access your saved view later from a drop-down or view selector.

Using saved filtered views is a great way to standardize how your team reviews opportunities every day.

Best Practices for Using GoHighLevel Filters

To get consistent value from filtering opportunities, keep these best practices in mind:

• Define clear objectives before you filter, such as reviewing new leads or checking follow-ups due this week.
• Avoid overly complex combinations when you are first setting up filters. Start simple, then add more conditions if needed.
• Use consistent naming if you create and save views, so your team understands what each view is for.
• Review and clean data regularly to keep status, owner, and stages accurate. Filters work best when your data is up to date.

Where to Learn More About GoHighLevel Opportunities

If you want to explore the full details of opportunity filtering directly from the platform’s official documentation, review the original guide at this GoHighLevel help article. It provides visual examples and any updated interface changes that may have been introduced.

For broader CRM and marketing automation strategy around GoHighLevel, you can also visit Consultevo for implementation guidance and process optimization ideas.

By mastering filters in GoHighLevel, your team can quickly identify the right opportunities, streamline follow-ups, and improve closing rates without getting lost in cluttered pipeline data.

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