How to Filter Deals based on specific conditions?
Users can use the filter icon in the Deals Listing page to view Deals that fall under a specific condition. For example, if a user wants to view a list of deals whose value is greater than 1,00,000; then a filter based on the condition; Estimated Value greater than 1,00,000 can be applied. This article covers the steps to be followed for filtering out Deals from the Dead pool, based on specific conditions.
Prerequisites
- Permissions: Any user with permission to read Deals.
- Product Plans: Embark/Elevate
- Activities to be Completed: None
Steps
Step 1
Click on the 'Deals' tab on the homepage. This will open the deal listing page.
Step 2
Click on the funnel icon on the top right corner of the page close to the 'Add' button. This will pop up a side panel, in which the user will have the provision to set the filtering conditions.
Step 3
Select the columns based on whose values the results should be filtered; by clicking on the '+' button inside the panel. eg: owner, company name, etc.
Step 4
After step 3, a set of input boxes (a drop-down and a text box); grouped by the column-name selected in step 3 will be displayed. If multiple columns were selected there will be multiple sets of input boxes displayed. Select the condition (equals, contains, in, etc.) from the drop-down list and type the value in the text box.
Step 5
After step 4, click on the 'Apply' button on the bottom right corner of the Filter panel. Now the filtered list of deals will be displayed on the page.
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