You can use filters to sort through your deals and find exactly what you're looking for, whether you're using natural language with AI or selecting specific criteria manually.
AI filters
AI filters allow you to search for deals using natural language descriptions.
Go to Deals on the left sidebar.
At the top right, click Filter.
Type the filter you want to apply (e.g., "Deals in the negotiation stage with a value over $10,000").
Press Enter.
Manual filtering
Manual filtering gives you a structured way to browse through available deal attributes.
Go to Deals on the left sidebar.
Browse by type of filter and choose the specific criteria you need.
Click Apply.
Clearing filters
If you want to remove active filters and see all your deals again, follow these steps:
Click Filters.
Find the selected filters you wish to remove.
Click Clear on the individual filters.
👉 You can also clear all filters at once by clicking Clear All.