How to Change the Sales Pipeline Filter Preset | DripJobs Help Center

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How to Change the Sales Pipeline Filter Preset

How to Change the Sales Pipeline Filter Preset

Here is a detailed guide on how to change the Sales Pipeline filter preset that is applied.

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 the Sales Pipeline

Navigate to the sales pipeline

2. Under the Words ‘Filter Preset’ You Will See a Drop Down With the Word ‘Default’, Click on It to Open Up the Dropdown With the Filters You Created

Under the words ‘Filter Preset’ You will see a drop down with the word ‘Default’, click on it to open up the dropdown with the filters you created.

3. Click on the Filter You Would Like to Use and the Page Will Continue to Refresh, Showing You All the Deal Cards That Fall Under the Filter You Selected

Click on the filter you would like to use and the page will continue to refresh, showing you all the deal cards that fall under the filter you selected.

4. Now, You Can View the Deal Cards Populated by That Filter

5. And You Can See the Filter Selected

Now you can see the filter selected.

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