Viewing your smart lists in Sell

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2 Comments

  • Hippolyte Hazard

    Is it possible to filter by pipeline ?  I'd like to have one smart list with only my deals from Pipeline A and an other smart list with only deals from Pipeline B.

    Thanks

    0
  • Katie Dougherty
    Zendesk Community Team

    Hi Hippolyte Hazard,

    There is a column you can add to your deals smart list called "Pipeline Stage." This default field informs you of the stage of a deal in a specific pipeline. 

    1. In your smart list, click on + Field
    2. Search for Pipeline Stage
    3. Click on the funnel icon to filter the list
    4. Check the box of all active deals in a specific pipeline or check the individual boxes of the stages you are interested in reporting on

    I hope this helps you build your report! 

    0

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