How to Filter the Deals

How to Filter

• We provide various ways to filter the deals as per your convenience . 

• Click on the filter icon beside the search bar.

• Fields you can filter upon are

• Now you can filter deals on name , pipeline , stage etc

• Let's quickly try to filter deals that are in commercial stage of default pipeline ,

• Click on apply on the top right , to apply the filter.

• Here you go , now you are viewing the deals that are in commercial stage of default pipeline.

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