How to Filter Enrollment Opportunities

Enrollio's filtering tools help you find the right enrollment opportunities fast across busy pipelines. This guide explains filter types, operators, and common date presets so you can segment enrollments precisely.

What is Filtering Enrollment Opportunities?

Filtering narrows your list or board of enrollment opportunities to only those that match your chosen conditions. By combining fields (like Owner, Status, or Date) with operators (such as is, is not, or greater than), you can focus on the most relevant enrollments, speed up reviews, and cut through the noise.

Key Benefits of Filtering Opportunities

  • Faster reviews: Quickly isolate enrollments by owner, stage movement, or recent activity.
  • Better prioritization: Focus on Open or recently updated opportunities to plan your family outreach.
  • Higher accuracy: Use operators (equals, not equals, empty, not empty) to catch edge cases.
  • Deeper insights: Slice by value, source, and custom fields to analyze your enrollment pipeline quality.
  • Cleaner workflows: Save time by dialing in exactly what you need to see.

Filter Logic (AND/OR)

Logical operators determine how multiple conditions work together. Choose the logic that mirrors your question—narrow or broad.

  • AND: Every condition must be met for each opportunity (narrow results)
  • OR: At least one condition must be met for each opportunity (broad results)

You can change these filter conditions using the toggle in the top right of the filter sidebar.

Pro Tip: Combine Owner = Your Name AND Status = Open to focus on your active enrollments. Or use Status = Won OR Status = Lost to review only closed outcomes.

Standard Filters Overview

Standard filters cover the most common fields and actions. Use them to sort by responsibility, progress, value, and activity recency.

  • Owner: Select one or more staff members assigned to opportunities.
  • Followers: Filter by staff following an enrollment opportunity.
  • Status: Open, Won, Lost, Abandoned.
  • Opportunity Source: is, is not, is empty, is not empty (enter value as needed).
  • Campaign Type: Search and select a campaign type if you're using marketing campaigns.
  • Opportunity Value: equal to, not equal to, less than, greater than, is empty, is not empty (enter numeric value).

Date-Based Filters

Date filters help you track recent changes and enrollment outcomes. Presets speed up selection and keep reports consistent.

Available date filters include:

  • Last Stage Change Date: When an opportunity moved between pipeline stages
  • Last Status Change Date: When the enrollment status changed
  • Created On / Updated On: When the opportunity was first created or last modified
  • Opportunity Won On / Opportunity Lost On: When you won or lost the enrollment

Each date filter offers these presets: Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, or Custom.

Custom Fields & Tags

Your center-specific fields power advanced segmentation. Any Opportunity Custom Field you add becomes available in filters with operators that match its data type.

Examples:

  • Program Type (is / is not infant, toddler, preschool, etc.)
  • Enrollment Fee (=, ≠, <, >, empty / not empty)
  • Start Date Preference (date field)
  • Tags (tour completed, sibling discount, waitlist priority)
  • Time Tracked
Pro Tip: Make sure your field types are correct (number vs text) so the right operators appear in your filters.

How To Filter Enrollment Opportunities

Note: By default, your enrollment pipeline shows only "Open" opportunities. If you can't find an enrollment, check that the correct filters and search are applied.

  1. Log in to your Enrollio account.
  2. Click Opportunities in the left sidebar.
  3. Select the Enrollment Pipeline you want to review.
  4. Click Advanced Filter (funnel icon) beneath the Status area.
  5. Choose your filters as needed:
    • Owner and Followers: Filter by assigned staff or followers
    • Status: Open, Won, Lost, Abandoned
    • Opportunity Source: with operators (is, is not, is empty, is not empty)
    • Campaign Type: If you're running marketing campaigns
    • Date filters: Last Stage Change Date, Last Status Change Date, Created On, Updated On, Opportunity Won On, Opportunity Lost On—each with presets or custom ranges
    • Opportunity Value: with numeric operators (equal to, less than, greater than, not equal to, is empty, is not empty)
    • Custom fields: Program Type, Enrollment Fee, Start Date, Tags, and Time Tracked
  6. Click Apply to see your filtered results.
[SCREENSHOT: Enrollio Opportunities page showing the Advanced Filter panel open on the right side with various filter options visible including Owner, Status, Date filters, and Custom Fields. The main board view should show enrollment opportunities in columns by stage.]

Frequently Asked Questions

Can I combine multiple filters?

Yes. Add multiple conditions and choose AND or OR logic to narrow or broaden your results.

What's the difference between Last Stage Change and Last Status Change?

Stage tracks movement between pipeline stages (like "Tour Scheduled" to "Tour Completed"). Status tracks lifecycle outcome (Open, Won, Lost, Abandoned).

Which operators are available for value or numeric fields?

Equal to, not equal to, less than, greater than, is empty, is not empty.

Can I filter by enrollments I recently won or lost?

Yes. Use Opportunity Won On or Opportunity Lost On and pick a date preset or custom range to see recent enrollment outcomes.

Related Articles

  • Understanding Enrollment Opportunities in Enrollio
  • Step-by-Step Guide to Creating Enrollment Opportunities
  • Editing Enrollment Opportunities
  • Editing Opportunity Status
  • Bulk Edit Enrollment Opportunities