How do I use the Pipeline grid filters?

An overview of applying row filters to the Pipeline grid. Filters can be applied to the Pipeline grid data in order to focus on particular deals.

Using filters

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

Screenshot 2019-02-04 at 13.17.54

  • Click on the '=' symbol to select the type of filter to apply to the column.
  • Enter the filter to apply in the box. The filter will apply as you type

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

Note, there is a known issue where certain date formats are not recognised as dates when applying filters on the grid. We are working to fix this issue as soon as possible. Please contact support if you have been experiencing this issue.