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Sales Pipeline
These articles will cover critical features in the Sales Pipeline.
How to Filter the Sales Pipeline by the Deal Card Changed Date?
How to Filter the Sales Pipeline by the Deal Card Created Date?
How to Make and Save a Filter Preset?
How to Edit the Filter Presets That Were Made
How to Apply and Reset the Filter
How to Change the Sales Pipeline Filter Preset
How to Filter the Sales Pipeline by Card Labels?
How to Filter the Sales Pipeline by Lead Source?
Sales Pipeline Filter Overview
How to Utilize the Search Bar in the Sales Pipeline?
Sales Pipeline Overview