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How to filter deals in pipeline directories?

filter

To filter deals in a pipeline directory folder, ensure the view setting for the pipeline is in table/list view.

Next, click on the kebab menu or vertical 3-dot icon, and expand the filtering and sorting dropdown menu.

Select Filter.

Deals can be filtered by Name, Date Created, Last Modified, Created by, and Status.

Note, multiple filters can be applied together by adding more filters.

Select +Add Filter, then layer on the next filter as required.