Search for Deals

To search for deals, first select the pipeline from the main menu and then click the magnifying glass that appears on the top right corner of your window.

This opens a slider that gives you filters to search with.


Select the filter of your choice, and enter parameters or select them from a drop down list.

For instance if you wish to filter results by deal size, enter the minimum and maximum values of the range you require.

To finish the process click the blue ‘Search’ button at the bottom of the page. You will now see that your pipeline only shows the deals that satisfy you search parameters.