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How to Filter the Sales Pipeline by Card Labels?
How to Filter the Sales Pipeline by Card Labels?

This article details how you can filter the Sales Pipeline by Card Labels.

Alex Calderon avatar
Written by Alex Calderon
Updated this week

1. Click on 'Sales Pipeline'

Click on Sales Pipeline

2. Click on 'Labels'

If you want to know how to edit your labels Click Here.

Click on Labels…

3. Select the Labels You Want to Filter

For this example, I am going to filter using two labels: Bad Info and Sched Call

Check Sched Call

4. Click on 'Go'

Click on Go

5. Here You Can See How the Deals Were Filtered by the Selected Label(s)

Click on Cold Leads…

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


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