Filtering by status

Here’s how to filter your pipeline report by status:

• Mouse over “CRM” in the navigation bar and select the appropriate pipeline name.
• Select "Filter" in the upper right. Choose "Status" in the menu that appears.
• In the dialog that appears, check off the box to the left of the desired status(es).
• Apply the filter the show records in the selected status(es).
• Want to save your filter for easier access? Learn how to save a view here.