DripJobs Help Center

How to Make and Save a Filter Preset in the Sales Pipeline?

In this article, you will learn how to make and save a filter preset in the sales pipeline.

Written by David Arteaga

Updated this week

1. From Here You'll Start Your Own Preset

Change as much filters as you want to and select the options that you prefer

From Here You'll Start Your Own Preset

2. This Is How It'd Look Like as Soon as You Select Your Filters

Every option that you select from each filter is going to appear together as "# Selected"

This Is How It'd Look Like as Soon as You Select Your Filters

3. Click on "Save Filter"

Click on "Save Filter"

4. Set the Name for Your New Preset and Click on "Save"

Set the Name for Your New Preset and Click on "Save"

5. Just by Clicking on This Preset, All Filters Will Change

There's no need to click on go, it will automatically get you to the deal cards with those filters

Just by Clicking on This Preset, All Filters Will Change

6. You Can Always Go Back by Clicking on "Default"

You Can Always Go Back by Clicking on "Default"

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.