How to Edit the Filter Presets That Were Made | DripJobs Help Center

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How to Edit the Filter Presets That Were Made

How to Edit the Filter Presets That Were Made

Below are the detailed instructions on how to edit your filters within the Sales Pipeline.

Written by David Cerro

Updated this week

Note: If You Have Not Created a Filter Preset, Please Click Here to Learn How.

1. Navigate to Sales Pipeline

Navigate to sales pipeline

2. Click on the Drop Down for ‘Filter Preset’

Click on the Drop down for ‘Filter Preset’

3. You Will See Your Filter Presets and There Will Be a Button Called 'Edit' Next to the Ones You Can Edit

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4. Click on the Edit Icon

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5. When the Next Screen Opens Up, You Can Remove Any Filters You Applied at the Top, Change the Name of the Filter Preset or You Can Delete the Filter All Together

When the next screen opens up, you can remove any filters you applied at the top, change the name of the filter preset or you can delete the filter all together

6. Once Those Changes Are Made, Click on ‘Save’ and Your New, Adjusted Filter Will Be Ready to Use

Once those changes are made, click on ‘Save’ and your new, adjusted filter will be ready to use

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