Filtering and searching deal data

Filtering deal data

Click on “Deals” from the top menu.

Select your pipeline from the dropdown located on the top left of your screen and click “Advanced.”



In the modal pop up, enter your filter conditions and click “Apply.”



Only deals that meet your filter requirements will be displayed.

 

Searching deal data within a single pipeline

Click on “Deals” from the top menu and select your pipeline.

Click on the search field located on the top right of your screen and type in your keyword. All deals that share that keyword will be displayed.

 

Searching deal data in all pipelines

Click on “Deals” from the top menu. Click on the search bar located on the top right of your screen and select “Search all pipelines.”


On the next page, all of your deals will be listed on the right side of the screen and your search options will be located on the left side of the screen.


Enter in your search conditions and click “Search Deals.” All deals related to your search will be displayed on the right side of the screen.

 

 

 

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