Shared guide

How to use deal filters and saved views

Step-by-step guide covering: Click Filter; Click on "Click here."; Click All open deals; Click on "Click here.".

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·10 steps·10 views·Published
Guide Video
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Step-by-step Guide10 steps

  1. Click Filter

    Click Filter
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click All open deals

    Click All open deals
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  4. Click on "Click here."

    Click on "Click here."
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  5. Click Add condition

    Click Add condition
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  6. Click Organization

    Click Organization
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  7. Click on "Click here."

    Click on "Click here."
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  8. Type "ETP" in Downshift 0 input

  9. Click ETP

    Click ETP
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  10. Click Save as new

    Click Save as new
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