Filter deals
Filter deals
Use Filter when Quick Search is too broad. Filters narrow the Deals list by structured fields, so users can answer questions like who owns this pipeline, which stage needs attention, or which opportunities match a probability or PIF pattern.
Filter button
Image guide: The Filter button opens the Filter Deals modal. It is different from Quick Search because it uses specific deal properties instead of general text.
Filter Deals modal
Image guide: The modal lets users combine deal properties such as owners, locations, probability, sales impact, PIF band, PIF trend, stage, and activation point.
Correct filter journey
- Start with one field, usually owner, stage, probability, or location.
- Apply the filter and check whether the result count makes sense.
- Add a second filter only if the list is still too broad.
- Use Quick Search inside the filtered result only when looking for a known name.
- Clear filters before starting a different research task.
Common mistakes to avoid
| Mistake | What to do instead |
|---|---|
| Adding too many filters at once | Start broad, then narrow. |
| Using Quick Search for field questions | Use Filter for owner, stage, probability, PIF, or location. |
| Forgetting active filters | Clear filters before reviewing a different pipeline question. |
| Assuming no results means no deal exists | Clear filters and search again before deciding. |