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Filtering your Sales Pipeline

How to apply and remove filters from the new sales pipeline.

Genius avatar
Written by Genius
Updated over a year ago

Filtering your sales pipeline allows you to customize the customers you're viewing in your sales pipeline.
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Applying a Filter

To apply a filter click the Add Filter button:

Select the filter category:

Select the filters you want to apply by checking the box next to the filter:

Click save once you've made all selections in a category:

Clearing an Individual Filter Category

To remove a filter click the X next to the filter.

Clearing All Filters

To remove all filters at one time click the Clear All button

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