Filters help each person work from the same CRM without staring at every deal in the property. Save views for the questions your team asks repeatedly.
01
Build a focused view
- Open the pipeline filter controls.
- Choose owner, stage, expected close date or activity status.
- Combine only the conditions needed for one working question.
- Save the view with a name the team will understand.
02
Useful views to save
Try My deals with no next activity, Proposals awaiting reply, Group business closing this month and Overdue follow-ups. Keep names action-oriented.
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