Opportunity Custom Filters

I would like to filter opportunities by their "state". Insightly provides the following opportunity states:

  1. Open
  2. Suspended
  3. Abandoned
  4. Won

However, you can only filter by "Open Opportunities" which includes Open and Suspended opportunities and by "Closed Opportunities" which includes both Abandoned and Won opportunities.  This is not very helpful.

Insightly provides two help topics on custom filtering:

  1. https://support.insight.ly/hc/en-us/articles/204061144-Setting-up-custom-filters
  2. https://support.insight.ly/hc/en-us/articles/204061174-Insightly-University-118-Creating-and-Using-Filters

Both indicate that you can create a custom filter for opportunities, but I don't have that option in my system.

Please help.




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