Filter and Search Deal
Last updated
Last updated
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.
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.
