Deal filters and AI Mode

Filter deals by stage, owner, date, team, amount, or plain-English AI prompts.

5 min readUpdated July 2026

Before you begin

Use normal filters for exact fields. Use AI Mode when you want to describe the deal list in plain English.

Video walkthrough placeholder for deal filters and AI Mode.
Video: Deal filters and AI Mode
Video walkthrough placeholder for deal filters and AI Mode.

Filter examples

  • deals closing this month
  • proposal stage over 25000
  • owned by Sarah
  • closed won last quarter
  • going cold in negotiation
Deals filters panel with stage, owner, amount, close date, and team filters.
Deals filters panel with stage, owner, amount, close date, and team filters.
AI Mode prompt on Deals with filtered results visible.
AI Mode prompt on Deals with filtered results visible.

What you should see

The deal list should narrow to the matching opportunities and preserve visible filters so you know why each deal appears.

Common issues

  • AI prompt too broad — add stage, amount, owner, or date
  • No results — clear filters
  • Team filter missing — check admin permissions

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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