When you want to select several deals to download, delete, or simply view the total number of deals, you can use the filter feature within a deal. Here are the steps to filter deal data.
- Log in to your Qontak account, then go to the Deals menu.
Then select the “All deals” tab.
Select the Deal menu and click “All filters” at the top right beside the search menu.
You can filter deals based on the owner/creator of the deal data, association with company or others, and filter based on the deal’s own fields such as deal name, creation date, address, etc.
No. Feature Name Description 1 Main Filter Used to filter deals based on Deal Type, Stage, Owner, Team, and Approval Status. 2 Deal Information Used to filter deals based on deal information, such as name, ID, deal value, source, priority, lost reason category, and deal-related dates. The fields available in this section may vary for each account according to the custom fields that have been created. 3 Associated Used to filter deals based on linked data, such as Company, Contacts, and Product. 4 Save as default Used to save the selected filter settings as the default filter on the Deals page. Once you have selected the filter fields you want to sort by, don’t forget to click “Apply” to start the filtering process. After you click “Apply,” your deal view will adjust according to the filter. When you have finished filtering, remember to click “Reset” to return the deal view to the previous default.
That concludes the explanation on how to filter deal data.