How to use Pipeline filters?

You can filter your pipeline by deal owner and by deals under different tags or specific saved filters. This can be useful if your company works with different groups of prospects or customers and you wish to segment your pipeline based on this specific group.

In this article:
How to filter your deal pipeline
How to create a new saved filter

How to filter your deal pipeline

1

Go to the Pipeline page

2

Select Filter

3

Choose to filter by Tags or by saved Filters

How to create a new saved filter

Filtering your pipeline by saved filters is useful if you want to filter the pipeline by more than one group.

1

Click on the search bar to access the Advanced search pop up

2

Add your filter criteria

3

Enter a name for your filter and hit Run

4

Your new saved filter will be available under Filters.

5

You can also view your filtered deals under the Deal List.

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Last updated on April 5, 2024