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

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

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

The following will explain how to filter the Sales Pipeline using the date range in which the deal card was changed.

Written by Chloe Hunter

Updated over 2 weeks ago

1. Navigate to the Sales Pipeline

Navigate to the Sales Pipeline

2. Locate the Filter Called 'Changed Date'

Locate the Filter Called 'Changed Date'

3. Select a Date Range from the Dropdown Box

Select a Date Range from the Dropdown Box

4. In this Example, the Last 30 Days Filter Was Selected

In this Example, the Last 30 Days Was Selected

5. Then, Click on 'Go' to Apply the Filter

Then, Click on 'Go' to Apply the Filter

6. Now, You Can See All of the Deal Cards Changed in the Last 30 Days...

Now, You Can See All of the Deal Cards Changed in the Last 30 Days...

If you have any questions or if you need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.