Click the CRM icon
Selecting the CRM icon will take you to the Customer Relationship Management dashboard, where you can manage and track customer interactions.
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Shared guide
Filter deals by stage in your CRM
Use the CRM dashboard to filter deals by stage and keywords to efficiently track and manage your sales opportunities in the Deals section with tailored search results.
viktoriaUse the CRM dashboard to filter deals by stage and keywords to efficiently track and manage your sales opportunities in the Deals section with tailored search results.
Step-by-step Guide8 steps
Click the Deals link
Selecting the 'Deals' link will take you to the deals management section, where you can view and manage your ongoing deals and sales opportunities.
Loading screenshot…100%Click the Advanced filters option
This action opens the advanced filtering options, allowing you to refine your deal search criteria for more tailored results in the Deals section.
Loading screenshot…100%Click the Add Filter option
This action will allow you to set additional criteria to narrow down your deal search results in the filtering options.
Loading screenshot…100%Click the Deal stage dropdown
Select a deal stage from the dropdown menu to categorize your deals in the CRM. This allows you to track the progress of each deal effectively.
Loading screenshot…100%Click the Search field
Entering a keyword in the Search field will filter your deals based on the specified criteria, allowing you to quickly locate the relevant deal or information.
Loading screenshot…100%Click the Click here link
Clicking this link will trigger an action related to the current filters in the Deals section, allowing you to expand or modify your search parameters.
Loading screenshot…100%Click the Close button
This action will dismiss the advanced filters panel, allowing you to return to the main Deals view.
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