One-Click Filters
Instead of using the filter button to filter the deal list, you can use one-click filters. Any piece of text that is blue (except for the company + deal name) can create a filter in one click. Tags are another field that can be filtered by in one-click.
To use one-click filters, simply click the blue text (location for example). After the page loads, you can click the filter button to see what filter was applied.
Fields that are One-Click Filters
- Tags
- Stage
- Location
- Associated Contacts
- Contact References
- Source
- Users
- Assigned to
- Single select fields
- Multi-select fields
- Currency