The Deals CRM feature is available on the following plans:
You can filter deals in a pipeline by deal details, custom deal fields, deal owner, deal status, and contact tags. Using these filters allow you to quickly see which deals meet the criteria you set. In addition to the filtering options, you can search for specific deals within a single pipeline or all pipelines by using the search field.
In this article:
How to filter deals
The Deals page has a pipeline drop-down that you can use to view deals by any pipeline in your account. Click this drop-down and select the pipeline you wish to view.
You will see different filtering options located under the pipeline drop-down:
You can choose between any of these options to filter your deals or use them in conjunction with one another.
The filtering options include:
Filter deals by Deal Details. This includes Deal Title, Deal Description, Deal Value, Win Probability, Created Date, Last Updated Date, Next task, and any deal score you create. You can also filter deals by any custom deal fields you created.
Account user who is assigned to the deal.
Status of the deal. Can either be Open, Won, or Lost.
Any tags applied to contacts who have a deal.
To filter deals in the selected pipeline, click any of the drop-downs then select the value to filter deals by. Note that if you're using more than one filter, they'll be treated as an "AND." This means that only deals that meet all filtering options will be displayed. In addition, each filter option selected from either Deal Details or Custom Deal Fields will be displayed in a chip:
Once you've selected your filters, we'll automatically display all deals that match your criteria.
How to search for deals
The search field on the Deals page lets you search for deals within the selected pipeline or all pipelines.
To search for deals by the selected pipeline, click the "Search Pipeline" field and begin typing your search term. As you type, we'll display deals within the selected pipeline that contain your search term.
To search for deals within all pipelines, click the "Search Pipeline" field, type your search term, and click "Search all pipelines."
The page will reload and display your results.
On the left side of the screen, you'll see filters where you can further refine your search. All deals that contain your criteria will be listed on the right.