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Goliath Data

Filter Deals

The current Create Deal dialog.

The current Create Deal dialog.

Filter the current deal view

Section titled “Filter the current deal view”
  1. Open Pipelines and select a pipeline.
  2. Select Filters in the toolbar.
  3. Add the criteria you want to apply, then apply the filter in the builder.
  4. Review the active filter badges above the board or list. Select a badge or reopen Filters to change the criteria; use the clear-all control to remove all active criteria.

The current filter is carried when you switch between Board and List views or navigate to another pipeline. Quick filters, including Archived Deals, can be applied from the Deals toolbar.

Current limitation: Deals filters cannot be saved

Section titled “Current limitation: Deals filters cannot be saved”

Deals supports an applied filter in the current view, but it does not currently support saved deal-filter records or a team/private saved-filter library. If you need a reusable team segment, save a contact filter from Contacts; see Organize Contacts with Lists, Filters, and Folders.

Section titled “Related guides”