Create a new Deal Filter
In order to create and apply a new deal filter, go to Workflow view and click on "Filters" button in top right corner.
Next, inside the slide out filter menu, click the "+ Add New" button and then select the options you want to apply to that new filter.
Filters work on the 'and' rule. This means that filter results will bring out only the deals that match all the selected criteria in the template.
For example, if you select 'paused' and 'settled' status in same filter, it will bring no results when applied, as it will be looking for deals that are currently in both states, which is not possible.
Options given for a deal filter are:
Deal owner
Deal team member
Deal parner/referrer
Deal label
Expected close date range
Deal creation date range
Deal status
Archived (deleted) deals
The equal sign icon next to each option will either include the option or exclude it from applied filter. Click on the icon to make a choice between the two.
Green '=' means that the selected option next to it is included in the filter.
Red '=' means that the selected option should be excluded in filter results.
Filter option "Ready for verification" is related to deals waiting for mentor approval.
The "Verified" option is for deals that mentor has approved.
When you have selected the options you want applied in the new deal filter, to run the filter simply click on the green "Apply" button at the bottom.
Selecting the "Share Filter" option allows other users in your organization to view the new filter you have created, as long as they are authorized to view shared filters.
To give this permission to non-admin users, kindly turn on the "Visibility for filters" item in Settings > Permissions tab, for "Owner" and "Workflow" columns.
Edit existing Deal Filter
All existing filters will be listed in the Filter slide out menu.
If you would like to edit one, simply click on the "Pen" icon next to the filter title.
This will open the filter menu with options to select. To save changes, click on "Apply" button.
Delete Deal Filter
To delete an existing filter from the Filter menu, open the filter slide out menu and use the checkbox next to the filter name to select it. Next, from the "Actions" button drop down, click on the "Delete" option.
From the same Actions menu, you can also choose "Duplicate" option if you wish to make a copy of your existing filter and then edit it.
Remove applied filter
To clear applied filters, you would click on the X of the "Remove filter" button showing right to the workflow name.
