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How to find contacts or companies in closed statuses in the pipeline

You can filter your pipeline by status to see only those in a sale won, sale lost, or other closed status. This filter can be used to pull important information like the number of sales won or lost, as well as to see how many people you may have on hold at the moment.

Please note: pipelines are customizable and the exact options may vary based on your account structure.

If you mouse over “Reports” in the navigation bar on the left, you can select “Leads” in the menu. On the left you should see a section “Filters & Sorting” and within that you can select “Filter by status.”

In the dialog that appears, you can tick 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).

Next up:
Lost lead, won sale, closed, on hold
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