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Filtering deals

Quickly narrow down your deals by using manual filters or AI filters

Updated over 2 months ago

AI filters

  1. Go to Deals on the left sidebar.

  2. At the top, click AI filters.

  3. Type the filter you want to apply (e.g., "Deals in the closed won stage").

  4. Press Enter or click Filter.


Manual filtering

  1. Go to Deals on the left sidebar.

  2. At the top, click AI filters.

  3. Select Manual filters.

  4. Browse by type of filter and choose the one you need.

  5. Click Apply.


Clearing filters

To clear specific filters, follow these steps:

  1. Click AI filters again

  2. Find the selected filters

  3. Click the X on the filters you need to remove

  4. Click apply

πŸ‘‰ You can also clear all filters at once by clicking "Clear filters"

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