How to Filter the Sales Pipeline by the Deal Card Created Date? | DripJobs Help Center

DripJobs Help Center

All CollectionsSales Pipeline

How to Filter the Sales Pipeline by the Deal Card Created Date?

How to Filter the Sales Pipeline by the Deal Card Created Date?

This article will show you how you can filter your deal cards to see them from the specific timeframe in which they were created.

Written by Kimberly Fernandez

Updated over 2 weeks ago

1. Navigate Over to the Sales Pipeline

Click on Sales Pipeline

2. You Will See Multiple Filters Along the Top and We Will Focus On the Filter Labeled 'Created Date'

Select Last 30 Days from Created Date

3. When You Click the Dropdown, You Will See the Options for the Timeframes You’d Like to Choose

4. Once You Choose a Time Frame, You Will Click on 'Go' to Activate the Filter

Click on Go

5. You Will Then See All the Deal Cards That Were Created Within the Specific Timeframe Chosen

Click on Sales Pipeline

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.