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:
Individual Users
Product/Service
Account Manager/sales rep
Region
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 Toggle 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
โ
Pipeline Search
You can search for companies and opportunities in your sales pipeline by typing in the 'Filter by Company' box