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