The Opportunities (OPP) board has been enhanced with new filtering capabilities, improving usability and control over the opportunity pipeline.
Previously, the board offered limited sorting capabilities across opportunities making it difficult for companies managing a large number of opportunities to effectively prioritize the most relevant opportunities. We have therefore improved how opportunities can be identified and prioritized, particularly those of strategic importance or with pending actions.
Enhancements to the Opportunities (OPP) board include:
Sort by Last updated, Expected closed at, Created at, Probability, Weighted value and Strategic priority.
Search for opportunities with open tasks.
Assign and filter by Strategic Priority (Low, Medium, High).
Improved visibility through enhanced color contrast and updated visual indicators.
Opportunity cards now display one additional attribute: Strategic Priority.
two new Company settings (CSV): Threshold for high value opportunity and Threshold for medium value opportunity. These settings are disabled by default. When enabled, opportunities are color-coded based on the configured value thresholds:
High value: Green
Medium value: Blue
Low value: Grey
When both settings are disabled, all opportunities are displayed as low value (grey).
With these enhancements, users can more easily identify, prioritize, and manage their opportunities, allowing for more effective follow-up and action management.
Karisma Davis
Classification: IMPORTANT
The Opportunities (OPP) board has been enhanced with new filtering capabilities, improving usability and control over the opportunity pipeline.
Previously, the board offered limited sorting capabilities across opportunities making it difficult for companies managing a large number of opportunities to effectively prioritize the most relevant opportunities. We have therefore improved how opportunities can be identified and prioritized, particularly those of strategic importance or with pending actions.
Enhancements to the Opportunities (OPP) board include:
Sort by Last updated, Expected closed at, Created at, Probability, Weighted value and Strategic priority.
Search for opportunities with open tasks.
Assign and filter by Strategic Priority (Low, Medium, High).
Improved visibility through enhanced color contrast and updated visual indicators.
Opportunity cards now display one additional attribute: Strategic Priority.
two new Company settings (CSV): Threshold for high value opportunity and Threshold for medium value opportunity. These settings are disabled by default. When enabled, opportunities are color-coded based on the configured value thresholds:
High value: Green
Medium value: Blue
Low value: Grey
When both settings are disabled, all opportunities are displayed as low value (grey).
With these enhancements, users can more easily identify, prioritize, and manage their opportunities, allowing for more effective follow-up and action management.
Release date: 3 September 2026