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Filtering by a closed status

Here’s how to filter your pipeline by one or more closed statuses:

  • Please note: pipelines are customizable and the exact options may vary based on your account structure.
  • Hover over “Reports” in the navigation bar on the left, and select the pipeline report you'd like to view.
  • In the page menu on the left, select "Filter by status" below the "Filters & Sorting" section.
  • In the dialog that appears, select one or more of your closed statuses.
  • Apply the filter to see contacts in any one of your closed statuses.
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Lost lead, won sale, closed, on hold
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