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Filtering in the pipeline view
Filtering in the list view

Filtering for my won, lost, or deleted deals

Jenny Takahara, November 2, 2023

Knowing the status of your deals is important for prioritizing your time and optimizing your efforts.

You can filter for your won, lost or deleted deals in the pipeline view and deals list view.

Filtering in the pipeline view

Pre-defined filters

You can select a pre-defined filter for won, lost or deleted deals by clicking the filter dropdown in the top right corner and selecting the desired filter.

If you are unable to find these filters, you can create new ones with the same conditions.

Adding a new filter

To create a filter, go to the filter dropdown and select “Add new filter.”

Use these conditions to see all of your won, lost and deleted deals:

Or you can filter for one of those conditions at a time:

Filtering in the list view

Since filters are shared between the pipeline and list views, the same pre-defined and custom filters from your pipeline view are available in the list view.

If you want the same results in the list view that you saw in your pipeline view, specify the pipeline that you want to see data for.

Note: To learn more about what you can accomplish with filtering, check out this article.
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