Create filters for Leads and deals

Heshie Goldfein
Heshie Goldfein Member Posts: 5
edited July 2022 in Sales CRM #1

is there a way to create custom filters for leads and deals? example: If i want to filter all deals by zip code or state. or filter deals by unit count, or filter leads by project type.

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,365
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited May 2022 #2

    Yes, you can create filters for Deals. Not sure about leads at this point as I don't use that functionality.

  • Heshie Goldfein
    Heshie Goldfein Member Posts: 5
    edited May 2022 #3

    Yes, you can create filters for Deals. Not sure about leads at this point as I don't use that functionality.

    is there any tutorials out there for this function? i see where it can be done but I am totally lost

  • Kreete K
    Kreete K Moderator Posts: 358
    Third Anniversary 100 Comments 25 Likes 5 Answers
    CUSTOMER SUPPORT
    edited May 2022 #4

    Hi Heshie! 
    You can learn more about Filtering in our article here. Other than that, I think the best is just to try out different filters based on the fields you have and you will find a suitable solution for what you need. If any specific questions, you can always reach out to our Support team via in-app chat or email [email protected]