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Dec 1, 2022 8:38 AM
Is it possible at the company level to filter deals?
For example, at the company level, i'd like to only look at won deals vs lost deals?
Solved! Go to Solution.
Dec 1, 2022 8:46 AM
Hi @SBaksh,
Yes, this is possible. Navigate to a company record and find the Deals section in the right sidebar. Click View associated deals and you'll be taken to an index view of all deals associated to this company which you can sort, filter by Deal stage, Close date etc.
Best regards!
Karsten Köhler |
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Dec 1, 2022 8:49 AM
Thank you @Karsten Köhler
Dec 1, 2022 8:46 AM
Hi @SBaksh,
Yes, this is possible. Navigate to a company record and find the Deals section in the right sidebar. Click View associated deals and you'll be taken to an index view of all deals associated to this company which you can sort, filter by Deal stage, Close date etc.
Best regards!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |