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Filtering by status

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

  • Hover over “Reports” in the navigation bar to select the appropriate pipeline report.
  • Select "Filter by status" in the “Sort and filter" section on the left.
  • 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).
Next up:
Lead, sale won, qualified, prospect, closed, lost, stage, step
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