Filtering by status

Note: we’re in the process of making some changes to improve the CRM. Your CRM may look a bit different now, but the functionality is the same.

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).