How to use Pipeline filters?

You can filter your pipeline by deal owner and by deals which fall under different tags or specific saved filters. This can be useful if your company deals with different client groups and you wish to see how well your company's deals are going according to each group.

For example, a catering company caters to both corporate events and parties. The company can tag their contacts as either "party" or "corporate" depending on the type of service they require.

They can then filter their pipeline (see A) to display only the deals associated with their "corporate" contacts (see B) or their "party" contacts (see C). Filtering your pipeline by saved filters is useful if you want to filter the pipeline by more than one parameter.

For example, the catering company wants to view all the corporate deals it managed to attract from a new advertising campaign. They could do this by creating a filter for deals with the "Advertisement" lead source (see D) and the "corporate" tag (see E) by clicking on Filters > Add filter in the left hand side menu.

After saving this filter, it should appear as one of the filtering options in the pipeline. Click on the name of the filter (in this example, "Corporate caterings...") to filter your pipeline by it (see F).

Still need help? Contact Us Contact Us