Deal Filters - ability to have 'or' instead of 'and'SOLVE
Oct 8, 2020 6:47 AM
I want to be able to filter my deals pipeline based on two different properties.
So if X property is known 'OR' Y property is known.
At the moment, deal filters only let you have AND filters.
Has anyone found a way round it? I thought about creating a contact list (as they are more flexible) and using that as a filter but that isn't possible.
Solved! Go to Solution.
Oct 8, 2020 8:12 AM
What I would probably do in this scenario is a workflow that sets a property value. Your enrollment criteria would be the X is know or Y is known. The action would set a property that you create to "TRUE". You could then filter your pipeline to show deals that meet the criteria of true...which was set by your workflow.
I hope that helps!
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