Add filters to pipeline

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi,

How to add filter to the top of the pipeline?

I know it can be filtered, but it’s not always clear whether a filter is applied or not, so I’d rather have it listed at the top if possible by an additional field:

MBaranowska_0-1620765145932.png

Thanks,
Marta

2

Hi @MBaranowska,

When you’re looking at a filtered view, the More filters button will change from a white background to a blue background. That’s how you can tell that you’re seeing a filtered view:

karstenkoehler_0-1620793877360.png

If you want a filtered view to be permanent, you can save it, pin it and make it appear by default. The steps are explained in this knowledgebase article. (Keep in mind that deal views can only be pinned and made default in the list view, not the column view for deals.)

Hope this helps!

3

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