add a filter when mining deals for all and only leases
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Fernanda Lopez
I want a filter so that im able to have all leases just how i can filter all high payments or a certain apr % im looking for
Shelby Parker
Thanks for sharing this, Fernanda Lopez — totally get why a lease filter would make deal mining a lot smoother. Quick clarifiers so we can make sure we’re building it in the right spot: when you say “mining deals,” which page/list or report are you using where you’d want this filter to live? And are you looking for a toggle that lets you view only leases vs only non-leases (or both as selectable options)? Lastly, in your workflow, what should count as a “lease” — the deal type on the record, the contract/finance type, or something else?