Filter out sold and dead deals under leads tab
Amy Yost
I would like to be able to filter out sold and dead deals so that I can work through our leads more efficiently.
Please add a tab in the drop down for current stage.
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Shelby Parker
Thanks for sharing this, Amy Yost — totally hear you on wanting to work through leads more efficiently. Filtering out Sold/Dead deals (and adding an option in the Current Stage dropdown) is really helpful context. I’m looping this into our team’s review, and we’ll follow up if we need any additional details from your setup.
Amy Yost
Shelby Parker thank you Shelby, hopefully this can be added soon!