3Dolphins
Anywhere EN
Anywhere EN
  • Get Started
  • How to Using 3Dolphins Anywhere
  • Task
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      • Task Feature
      • Create Task
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  • Sales
    • Deal
      • Create New Deal
      • Detail Deal
      • Add Product to Deal
      • Note on Timeline Tab
      • Transfer Deal to Another Pipeline
      • Close Deal to Won or Lost Deal
      • Filter and Search Deal
      • Delete Deal
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      • Create New Contact
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  1. Sales
  2. Deal

Filter and Search Deal

PreviousClose Deal to Won or Lost DealNextDelete Deal

Last updated 3 years ago

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Filter

In this feature, you can use filters deals in a pipeline based on won deal, lost deal, and All Active Deal. Using these filters allows you to quickly see which deals meet the criteria you set.

To begin, click the 'Filter' button in the top right corner of your screen. Then, you will see a pop-up to filter deal. In the example image below, we will display all your deals by ticking the 'All Active Deals'. When you’re done click the 'Apply' button. Then, you can view the results in List View.

Search

In addition to the filtering options, you can search for specific deals within the selected pipeline by using the search field. To search for deals by the selected pipeline, click the search field and typing your search term. Then we’ll display deals within the selected pipeline that contain your search term.

Filter Deal
Search Deal