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How to use deal filters and saved views

Learn how to effectively use deal filters and create saved views in your workflow by following this step-by-step guide.

victoriaworkflowsvictoriaworkflows
·10 steps·84 views·Published

Learn how to effectively use deal filters and create saved views in your workflow by following this step-by-step guide. This tutorial will walk you through filtering your deals based on specific organizations and saving custom views for easy access in the future.

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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