Advanced Filters Revamp for Opportunities and Smart Tags
SMBcrm has updated Advanced Filters to make opportunity filtering more structured and flexible. The update includes a redesigned interface, expanded date operators, nested conditions, and the same filter logic inside Smart Tags.
What Changed
- Advanced Filters now use a cleaner, more structured interface
- Fields are grouped into folders to make navigation easier
- Stage filtering has been improved for more precise selection
- Date operators now include options such as Is not, In the next, In the last, More than, and Less than
- Relative time filters support minutes, hours, days, weeks, months, and years
- Nested filters allow more advanced conditions
- The same filtering capabilities are now available in Smart Tags
How It Works
Open Advanced Filters in Opportunities, then choose a field from grouped sections such as Opportunity Details or Associations.
Next, select an operator and define either a relative time value, such as 10 days or 2 weeks, or a fixed date.
You can also use the updated Stage filter and combine conditions with AND logic or nested rules.
The same logic can be applied when creating Smart Tags.
Why It Matters
These changes make it easier to narrow down opportunities with more precision and less manual work. They also support more specific workflows, such as:
- Follow-ups due in the next 7 days
- Opportunities inactive for more than 30 days
- More detailed segmentation using nested conditions
Availability and Notes
- Works across Opportunities and Smart Tags
- Existing filters remain unchanged and fully supported
- This update is currently available in Account > Labs
In Case You Missed It
You can also read about the Redesigned Messaging Analytics in Phone Settings.
Release Images
Related SMBcrm Features
Need Help Applying This Update?
If you’d like help rolling this out in SMBcrm, visit Support or request a demo.