Filter on Payment Schedule

Mads75
Mads75 Member Posts: 2 VERIFIED MEMBER
in Ideas and Product Feedback #1

Is it possible to make a filter in Deals/List to only see deels that have a payment schedule?

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  • Jess_Tayl0r
    Jess_Tayl0r Member Posts: 6 NEW MEMBER
    First Comment
    #2

    Yes, you can create a filter in Pipedrive to view deals with a payment schedule. To do this, you would need to set up custom fields or use Pipedrive's filtering options to specify deals that have a payment schedule associated with them. If you’ve already added a field for the payment schedule, you can filter by that field to view relevant deals. For more details, you can check the Pipedrive help guide on filtering.

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