Additional filters in sales pipeline
under review
D
Drake Gerdes
Please add more filters in the sales pipeline. Would like to filter out source descriptions or deal status (dead,sold, etc). Maybe a "create your own filter" type of thing?
Michele McCoy
Drake Gerdes I wanted to follow up and see if you’ve had a chance to review my questions. I’m hoping to gain a bit more clarity to determine if the functionality you need is already available or if you’re looking for something additional.
Drew Adler
under review
Michele McCoy
Drake Gerdes Thank you for the feedback request. I have a few follow-up questions/comments.
1) Can I ask if you're using a date filter? This would be the only reason would see dead or sold deals in your Leads, or deals not in their present deal stage.
2) You can filter by Source in both your Sales Pipeline and your Leads. See the image below for this.
3) If you are wanting to look at a date in time, we would recommend using Mining and not your Sales Pipeline.
Please let me know if there's anything you're wanting to accomplish that I am missing here.
Shelby Parker
Hiya Drake Gerdes, thanks for this post! I have a few more questions for you:
- Can you provide examples of the types of source descriptions you would like to filter out?
- What specific deal statuses would you like to filter out in the sales pipeline?
- Can you elaborate on what you mean by 'create your own filter'? What kind of customizations are you looking for?
D
Drake Gerdes
Shelby Parker I would like to filter BDC turns out of the pipeline. Or I'd like to filter out dead or sold deals out of the leads section. This way I can sort them by last engaged or last attempt, etc. And if there could be a tab for filtering, just like you have in the mining section.