Filter the Pipeline
You can filter your Pipeline by Team Member, 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 these specific groups.
To apply a predefined filter to a Pipeline, navigate to your Pipeline Page → select an option from the All Team members dropdown menu or the Filter dropdown menu.
Notes:
- See details on how to create saved filters here.
- The selected filter will be applied to the Kanban View, Forecast View, and Deal List.