CRM / Search and filters

Search and filters

Use the search field at the top of the page to quickly find a deal. The search is carried out by the name, as well as by the content of all additional fields on the deal page.

If you want to filter deals by several parameters, click on the three dots icon in the search field. In the window that opens, on the right, you can select several parameters, for example: the sales rep, the client and the deadline.

On the left, you will see the pre-configured filters. They are used to quickly find deals that you are responsible for, closed deals for the pipeline, deals without tasks and deals with overdue tasks.

Specify the parameters and click Search. The results will display all deals matching the specified criteria. If you plan to use the same set of parameters several times, you can save it as a filter (available for administrators only).

You can read more about search and filters in this article.

 

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