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Filtering by custom pipeline field

Here's how to filter by a custom pipeline field:

  • Mouse over "Reports" in the navigation bar and select the appropriate pipeline name.
  • In the page menu on the left, select "Add a filter" within the "Filters & Sorting" section.
  • In the dialog that appears, choose the appropriate custom field. The pipeline custom fields will appear at the top of the dropdown.
  • Once you've selected the desired field, enter the appropriate options based on the details you'd like to see.
  • Apply the filter. If necessary, click "Add another filter" to apply additional filters.
  • Need to filter by a custom contact field instead? Learn how to filter by a custom contact field here.
Next up:
Using the pipeline report
Filtering, pipeline fields, report
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