Search deals and filter by owner and date

Step by step

1. 1

   Open the intended pipeline and enter a name or phone in search. Search uses the contact name; it does not search the deal title.

2. 2

   For assignee, choose a person, everyone or unassigned.

3. 3

   Open the period selector. Choose a preset and click Aplicar (Apply); selecting the preset alone does not change the board.

4. 4

   For a custom period, use the arrows to move between months and click the start and end dates. A single selected day is applied as a one-day range. Check the dates and click Aplicar (Apply).

5. 5

   Use Cancelar (Cancel) or close the selector to retain the previous period. To remove all filters, clear search, choose all assignees, the Todos (All) period and Todos os filtros (All filters) in the attributes selector.

What you need to know

• The date range uses the lead creation date.
• The assignee filter uses the deal’s primary assignee.