Skip to main content
All CollectionsPipeline
Pipeline Filters
Pipeline Filters

Filter your pipeline to find the deals that are important to you

George Hampton avatar
Written by George Hampton
Updated over 2 years ago

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/sales rep

  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 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€‹

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

Did this answer your question?