How to filter and sort your pipeline data ✄🔽

A full pipeline usually means you’re doing something right, but it can quickly become overwhelming. Saved views let you filter, segment and group a pipeline full of boxes to see which opportunities need your attention the most.

In this class, we’ll show you step-by-step how to create saved views that are customized to your workflow. You’ll learn how to:

• Filter, sort, and group your boxes into segments
• Create a saved view to surface leads or opportunities that need follow up
• Show your most important boxes in your inbox
• Make saved views like a pro with a few pointers