Deal Filters - ability to have 'or' instead of 'and'

[KatAddison]

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.

[Josh · Accepted solution]

Hi @KatAddison,

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!

Josh