Filters let you narrow your Pipeline view to show only the deals that matter right now — by assignee, stage, deal value, close date, or any other criteria you set. You can apply a single filter or stack multiple filters together to find exactly the deals you need without scrolling through your entire pipeline.

How to Filter Deals in Your Pipeline

1. Open the filter panel by clicking the filter button in the upper right corner of your Pipeline view. If a filter is already active on your Pipeline, you can also click the active filter label to open the filter panel and modify it. 
   
    
   
   
2. Select a filter type from the filter panel. Filter types include options such as assignee, pipeline stage, deal value, close date, and contact name. 
   
   
3. Set the criteria for the filter. The criteria options displayed depend on the filter type you selected. For example, selecting the Assignee filter type displays a list of users to choose from, while selecting the Deal Value filter type displays a field to enter a value range. 
   
   
4. Add additional filters if needed. Click the option to add another filter to stack multiple filters together. Each filter you add narrows the Pipeline view further — only deals that match all active filters will be displayed. 
   
   
5. Click View deals to apply the filters and update the Pipeline view. The Pipeline board will refresh to show only the deals that match your filter criteria. 
   
   

How to Remove a Filter from Your Pipeline

To remove an active filter from your Pipeline view, click the X button on the filter label at the top of the Pipeline board. Removing a filter returns the Pipeline view to showing all deals that were visible before the filter was applied. If multiple filters are active, clicking the X on one filter removes only that filter — the remaining filters stay active.