How to Apply and Reset the Filter | DripJobs Help Center

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How to Apply and Reset the Filter

How to Apply and Reset the Filter

In this article, you will find a detailed guide on how to apply and reset the filters in the Sales Pipeline.

Written by David Cerro

Updated over a week ago

1. Navigate to the Sales Pipeline

Navigate to the sales pipeline

2. At the Top You Will See Multiple Filter Options Such as ‘Salesperson’, ‘Labels’, Lead Source’, ‘Created Date’, and ‘Changed Date’

At the top you will see multiple filter options such as ‘Salesperson’, ‘Labels’, Lead Source’, ‘Created Date’, and ‘changed Date’

3. In Order to Apply Certain Filters, Simply Click on the Dropdown of the Desired Filter and Checkmark the Options You’d Like to Apply

In order to apply certain filters, simply click on the dropdown of the desired filter and checkmark the options you’d like to apply.

4. Once You Check Marked All the Filters Accordingly, You Will Then Click ‘Go’

Once you check marked all filters accordingly, you will then click ‘Go’

5. Your Page Will Refresh and You Will Now Have All the Deal Cards Which Fall Under the Filters You Applied

Your page will refresh and you will now have all the deal cards which fall under the filters you added.

To Reset the Filters…

1. You Will Click on the Button Which Says ‘Reset’

You will click on the button which says ‘Reset’

7. Now All the Filters Will Be Removed, Showing All Your Deal Cards in the Pipeline

Now all the filters will be removed, showing all your deal cards in the pipeline

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