need help creating filters for deals

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Heshie
Heshie Member Posts: 6
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edited July 2022 in Ideas and Product Feedback #1

can anyone help or point me in the right direction to create filters in deals?

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  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
    First Answer 5 Likes First Comment First Anniversary
    edited May 2022 #2
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    Hi @Heshie Goldfein I think this video may help. You can watch the whole thing to understand how detail fields affect filters you're able to create, or just dive in at minute 4 which is specifically regarding creating filters for deals - 

    https://www.loom.com/share/05051138eb5045b28de1705fcd63901f



    As a note, you can create filters for Deals in the pipeline view (as demoed) and also in the list view (see screenshot). Select the view you want prior to creating the filter

    image
  • Heshie
    Heshie Member Posts: 6
    First Comment First Anniversary
    edited May 2022 #3
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    Liz Peterson said:

    Hi @Heshie Goldfein I think this video may help. You can watch the whole thing to understand how detail fields affect filters you're able to create, or just dive in at minute 4 which is specifically regarding creating filters for deals - 

    https://www.loom.com/share/05051138eb5045b28de1705fcd63901f



    As a note, you can create filters for Deals in the pipeline view (as demoed) and also in the list view (see screenshot). Select the view you want prior to creating the filter

    image

    ok this was very helpful. for starters i see i did the values wrong in the data fields. i only did small text as an option so that is good to know. I am trying to create more sophisticated filters than what you had mentioned. for example. i want the ability to search for propertys with 20 units or more. or the ability to search a price range, or a search for square footage. etc. I already created a lot of Custom data fields now the question is how can i filter them. I think this might be beyond my capabilities.

  • Heshie
    Heshie Member Posts: 6
    First Comment First Anniversary
    edited May 2022 #4
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    Liz Peterson said:

    Hi @Heshie Goldfein I think this video may help. You can watch the whole thing to understand how detail fields affect filters you're able to create, or just dive in at minute 4 which is specifically regarding creating filters for deals - 

    https://www.loom.com/share/05051138eb5045b28de1705fcd63901f



    As a note, you can create filters for Deals in the pipeline view (as demoed) and also in the list view (see screenshot). Select the view you want prior to creating the filter

    image

    I signed up for a strategy session on your site. looking forward!

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