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

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