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.
• 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 opens, select “All closed statuses.” Or, choose “A specific status” and then select one or more of your closed statuses.
• Apply the filter the show records in the selected closed status(es).
• Want to save your filter for easier access? Learn how to save a view here.‍