Filter, sort, save, and share deal lists to keep your team focused on what matters most.
Filter deals by close date
- Go to Deals and enable the Expected Close field.
- Click the funnel icon to apply filtering.
- Set the Expected Close Date filter to your desired custom date or select an option.
- Sort the list by Expected Close Date (ascending) to see the most urgent deals first.
- Click Save List and give it a name (e.g., "Closing This Month").
Filter deals by deal amount
- Go to Deals and filter the Amount column.
- Set the Deal Amount range (e.g., $50,000–$100,000).
- Use the ↓↑ arrows to sort.
- Click Save List to store the view for future use.
Star a saved list
- Open your saved list from the left sidebar.
- Click the Star icon next to the list name.
💡 Tip: Starred lists appear on your home dashboard and in the Morning Coffee Report — Pipeline's daily email digest — for added visibility.
Share a list with your team
- Open the saved list you want to share.
- Click Link Icon located in the top right corner of the list.
- Toggle Privacy settings on.
- Select the users or groups to share it with.
Click here for more information on sharing views.
Need help? Contact support at customercare@pipelinecrm.com.