Filtering for my won, lost, or deleted deals
You can filter for your won, lost, or deleted deals in the pipeline view and deals list view.
Filtering in the pipeline view
The pipeline view defaults to show only open deals, so you will have to create and apply a filter to see won, lost, or deleted deals.
By default, all company accounts should have pre-defined filters for won, lost, or deleted deals. Click on the "Filter" button in the pipeline view and select the desired filter.
Given that these filters are editable, they could have their visibility limited or be deleted. If this happens and you are no longer able to find the filters, you can create new ones with the same conditions.
To create a filter, go to the filtering button in the top right corner of your screen and click on "Add new filter".
You can create a filter that matches to following conditions to see all of the won, lost, or deleted deals in your account.
If you want to only see deals in one status (e.g., all deleted deals), you can adjust the filter to only have that condition.
Filtering in the list view
The same filters can be applied in the list view to filter for won, lost, or deleted deals.
Filtering in the pipeline view is pipeline-specific, so if you want to get the same results in the list view, you will have to specify the pipeline that you want to see data for.
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