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.
Within your deal pipeline, you can use multiple filters to narrow down your deals. There are two main types of filter parameters: 1) deal details and 2) custom deal fields.
To isolate leads by date created, click on "Deal Details" > Created. Then, select the date.
To isolate leads created during a timeframe, click on "Deal Details" > Created and configure two date filters using the "is after" and "is before" parameters. For example, "Created after 12/1/24" and "Created before 12/14/24"
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