Views and filters
Switch between board and list view, and use filters, sorting, search and saved views to focus on the right opportunities.
3 min read
As your pipeline grows, finding the right patient among hundreds of cards gets harder. Views, filters and saved lists let coordinators see only their own work, and managers see only the opportunities that matter.
Board or list?
| View | When to use it |
|---|---|
| Board | Day-to-day follow-up. Dragging cards between stages, spotting bottlenecks. |
| List | Bulk actions, comparison and export. Reviewing many opportunities row by row. |
- Click the list icon in the view toggle to switch to table view. Click the board icon to go back.
- Use Advanced Filters to narrow down opportunities by conditions (see below).
- Use Sort to choose the order, e.g. highest value or most recently updated.
- Type a patient's name, phone number or the opportunity name in the search box to find a single record quickly.
- To save the view you've set up, use + List next to the tabs.
Add filters
- Choose a condition: a field (e.g. Status), an operator (e.g. is) and a value (e.g. Open).
- Click Add filter to add more conditions. All conditions apply together.
- Click Apply.
Filters commonly used in medical tourism:
- Status is Open: only ongoing processes.
- Owner is [coordinator]: one team member's own portfolio.
- Opportunity value greater than €5,000: high-value implant / All-on-4 patients.
- Stage is Treatment Plan Sent + last updated more than 7 days ago: patients who received a quote but haven't been followed up.
- Tags include
uk: patients from a specific market.
Tip
You can filter on custom fields too. For example, "Planned travel date is this month" shows your transfer and hotel team what to prioritise.
Saved views (Smart Lists)
You can save combinations of filters and sorting you use often as a list. Saved lists appear as tabs at the top of the Opportunities screen.
To save a view:
- Set up your filters and sorting.
- Click + List and choose List view or Board view.
- Give the list a descriptive name, e.g.
High-value openorUK – Veneers. - Click Save.
From the saved list's menu you can duplicate it, export it as CSV, share it with teammates (Sharing & Permissions) or delete it.
Note
A shared list never overrides a user's access rights. A user who can only see their own opportunities will only see their own records in a shared list too. See Restrict data access.
A recommended set of views
| View name | Filter | Who uses it? |
|---|---|---|
| My open patients | Owner = me, Status = Open | Every coordinator |
| Plans waiting > 7 days | Stage = Treatment Plan Sent, not updated for 7+ days | Sales lead |
| Arrivals this month | Stage = Travel Booked | Transfer/hotel team |
| Lost this month | Status = Lost, this month | Manager |
Troubleshooting
I can't see an opportunity. Check the active filters and make sure the right pipeline is selected. Your role may also be limited to opportunities assigned to you.
The total value looks different. The total above the board is calculated from the filters currently applied.
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