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Filter by label, product, temperature, follow-up and source

The board shows the selected group of deals.

Before you start

  • An existing pipeline available to your account.

Step by step

  1. Open Pipeline and the board filter selector.

  2. Choose an available option under Follow-up, Temperature, Tracking, Campaigns, Labels, Products, Source, Potential or UTM.

  3. Combine it with search, assignee and date range if needed.

  4. Return to All filters to remove this filter.

Check your result

The board shows the selected group of deals.

What you need to know

  • Available options depend on the pipeline’s data and settings.
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