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How to filter by status

You can filter by status within the pipeline report to see everyone in a particular status (or in a few statuses). If you mouse over “Reports” you can select the appropriate pipeline name to pull up that pipeline report.

Please note: pipelines are customizable and the terminology you see will vary depending on your account’s customization.

Once on the pipeline report, in the second sidebar from the left side you should see a section “Filters & Sorting.” You can select the first option there, “Filter by status.”

In the dialog that appears, check off the box to the left of the desired status(es). When you apply the filter, it’ll pull up only the records in the selected status(es).

Your filtered report will show you only the records that are in that specific status (or statuses if you selected more than one).

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Lead, sale won, qualified, prospect, closed, lost, stage, step