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How to Filter the Sales Pipeline by Lead Source?
How to Filter the Sales Pipeline by Lead Source?

This article details how you can filter the Sales Pipeline by Lead Source.

Alex Calderon avatar
Written by Alex Calderon
Updated this week

1. Click on 'Sales Pipeline'

Click on Sales Pipeline

2. Click on 'Lead Source'

If you'd like to know how to add more lead sources Click Here.

Click on Lead Source…

3. Select the Filters You’d Like to Use

In this example, we will use three lead sources to filter our leads: Google, Facebook, and Word of Mouth

Click on Google

4. Click on 'Go'

Click on Go

5. Here You Can See How the Deals Are Filtered by the Selected Lead Source(s)

Click on Sales Pipeline…

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


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