Shared guide

How to use deal filters

Step-by-step guide covering: Click the CRM icon; Click the Deals link; Click the Advanced filters option; Click the Add Filter option.

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·8 steps·6 views·Published
Guide Video
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AI-narrated · Nova voice · English
Step-by-step Guide8 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Deals link

    Click the Deals link
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  3. Click the Advanced filters option

    Click the Advanced filters option
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  4. Click the Add Filter option

    Click the Add Filter option
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  5. Click the Deal stage dropdown

    Click the Deal stage dropdown
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  6. Click the Search field

    Click the Search field
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  7. Click the Click here link

    Click the Click here link
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  8. Click the Close button

    Click the Close button
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