Is there a way to create a deal list without filters?

Christian_37607
Christian_37607 Member Posts: 1
edited June 2022 in Sales CRM #1

I created a deal list using the filter option but there are certain deals that I don't need on this list. Is there a way for me to create a deal list manually? 

Tagged:

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited May 2022 #2

    A Deal List and a filter is essentially the same thing

  • Andre Vill
    Andre Vill Member Posts: 137
    Third Anniversary 100 Comments Name Dropper 5 Likes
    edited May 2022 #3

    Hi Christian!

    Theoretically, when looking at the Deals they are always filtered in some way.

    You can edit those filters to get specific Deals with specific details in whatever way you need. Using filters properly takes some time to get used to and good at. If you shoot me a specific thing you need filtered out, maybe I can help you.

     

Categories