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Pipeline filters

How to apply row filters to the Pipeline grid. Filters can be applied to the Pipeline grid data in order to focus on particular deals.

Michael Foulkes avatar
Written by Michael Foulkes
Updated over 4 years ago

Using filters

  • Navigate to the Pipeline grid and select Filter from the menu bar. A new row will appear below the column headers.

  • Click on the '=' symbol to select the type of filter to apply to the column.

  • Enter the required filter into the input box. The filter will apply as you type

Select Remove All Filters from the menu bar to clear the filters applied.
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