The Pipeline Custom Field filter enhancement provides users with a streamlined method to organize and filter deals within the Pipelines module.
Use Case: Optimize your deal management within Pipelines with the Pipeline Custom Field filter for enhanced organization and efficiency.
Note: This custom field filter is only for drop-down values, Single & Multi-select.
To View the Enhancement:
- Select to add deal custom data fields.
- Click Update and Continue.
Now, while adding a deal, the same custom fields will be displayed. You can then select these custom fields while creating a deal card.
Now, to add a custom field filter in the Pipeline module:
- Navigate to the Pipelines module.
- Then, click on the filter option.
- Here you can see the custom field filter option. Select the custom field filter you want. Based on custom field filter, it will show the deal card results.
- Applied filter results for the deal cards will then be displayed, as shown in the image above.
