Pipeline Filters

You can apply different filters to your sales pipeline to view a specific group of leads quickly, you're able to filter on the following:

  1. Individual Users

  2. Product/Service

  3. Account Manager

  4. Region

  5. Industry

*Note: if a lead or opportunity is 'not assigned' to the filtered category Exsalerate will not display it, to bulk update your Exsalerate account click here

Click Toogle Filters to apply:

The more filters you apply the less you will see

Also when you apply a filter Exsalerate remembers next time you log in, so if you can't see leads on your pipeline or you think data is missing be sure to uncheck the pipeline filters

You can search for companies and opportunities in your sales pipeline by typing in the 'Filter by Company' box

Did this answer your question?