Get Started
Skip to main content
< All Topics
Print

Filtering The Pipelines

Posted
Updated
Bytimothy A
Views7
Overview: 
To filter pipelines, select criteria such as stage, date, or assigned user to display only relevant items. This helps you focus on specific tasks, find important information quickly, and manage workflows more efficiently.
Follow these steps to filter a pipeline:
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section. 
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 2: Click on the Filters button next to the Create button. 
Step 2: Click on the Filters button next to the Create button.
Step 3: It will show options to filter by total contacts (high to low or low to high), alphabetically (A–Z or Z–A), or by modified date (newest to oldest or oldest to newest).  
Step 3: It will show options to filter by total contacts (high to low or low to high), alphabetically (A–Z or Z–A), or by modified date (newest to oldest or oldest to newest).
Step 4: You can search by name, creation date, or assigned users, then click Apply to filter.

Step 4: You can also search by name, the date range the pipeline was created, or select users assigned to a pipeline. Then, just click Apply to apply the filter.

No related posts.

Table of Contents
Scroll to Top

Software Login

app.deposyt.com

Login

Merchant Login

deposytdashboard.com

Login