Opportunities – Sort by Custom Fields

Opportunities – Sort by Custom Fields

March 19, 20261 min read

🚀 Overview

You can now sort Opportunities using custom fields. Organize your pipeline based on the data that actually matters to your business.

✨ What’s New

  • Sort Opportunities using custom fields

  • Supported field types: Single Line, Multi Line Text, Dropdown (Single Select), Radio Select, Number, Monetary, Phone, Date

  • Works with existing sort functionality

  • Available across all pipelines and views

👷 How It Works

  • Go to Opportunities

  • Click on Sort

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  • Select a custom field

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  • Choose ascending or descending

  • Opportunities reorder instantly

⭐ Why It Matters

  • Prioritize deals based on your own data

  • Reduce manual effort in pipeline management

  • Get better visibility into key deal attributes

  • Move beyond default-field limitations

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