Filter the Pipeline
You can filter your Pipeline by team member, tags applied to the contact, or saved filters.
This is especially helpful if your team works with different groups of prospects or customers and you want to view your pipeline based on those specific segments.
To apply these predefined filters, go to the Pipeline page → select an option from the All team members or Filter dropdown menu.
💡 See details on how to create saved filters here.
💡 The selected filter will be applied to the Kanban View, Forecast View, and Deal List.