The opportunities list page gives you tools to filter, search, and organize how you view your opportunity records.
Views
The default view is All opportunities, which shows every opportunity in your workspace. You can switch between views using the dropdown in the top-left corner of the opportunities page.
Creating a custom view
To create a custom view:
- Apply one or more filters using the Filter button (see Filtering opportunities below).
- Once your filter is applied and the results look correct, click Save view in the top-right corner.
- Give the view a name and save it.
The view is now available in the views dropdown for quick access.
If you make changes to an existing view — such as adding a new filter condition or changing a column — you need to save the view again for the changes to persist. This ensures that views remain consistent unless changed intentionally.
Filtering opportunities
Click the Filter button in the toolbar to open the filter panel. This uses the Unified Query Engine to let you build conditions and groups that segment your opportunities by any combination of field values and criteria.
The number of matching opportunities updates in real time as you build your filter. Once you are satisfied with the results, you can save the filtered view for reuse.
For a full reference on the available filter criteria and operators, see Unified Query Engine.
Columns
Click the Columns button in the toolbar to choose which fields are displayed as columns in the current view. You can select columns from opportunity standard fields and custom opportunity fields.
Each category shows a count of how many columns are currently selected out of the total available. You can expand a category to toggle individual columns on or off.
Searching
Click the Search icon in the toolbar to open the search bar. You can search for an opportunity by any value that any of its fields contain. This includes the opportunity name, company name, stage, owner, or any other standard or custom field value. 
