How Can I Filter my Opportunities in Pitchbox?

Filter and organize your opportunities easily using advanced filters. Place your cursor over each column to see the abbreviation you can use in the search box. 

Use search operators like the equals sign “=” for exact matches, search for numbers or date ranges by using the less than “<” and greater than “>” signs, or use a colon “:” as a like/wildcard search. 

Open your cheat sheet by clicking the “?” icon next to the search box to see the entire list of options.

Examples:

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