Maximising Your Sales Pipeline with Pipedrive Filters

Описание: Maximizing Your Sales Pipeline with Pipedrive Filters. Here are the key points:

Filters are a powerful tool to surface data for recording and marketing purposes.
Filters can be exported to CSV or Excel.
To access filters, click on the "Filters" option on the top right of the screen.
Favorites can be saved by clicking the star icon.
To return to the default view, click "Owners Everyone."
Filters can be viewed in a list or spreadsheet style view.
Additional information can be added to filters by clicking on the "+Add Filter" option.
For a deal to show in a filter, it must meet all of the conditions set.
You can add multiple conditions to a filter, separated by "or."
Filters can be saved as private or shared.
Filters can be exported by clicking on the "Export Filter" option.
To edit a filter, select "Edit Filter" and then "Save as New."