3 Filter Features for Every Salesperson

PipelineDeals created filters to help you view specific reports on your leads and ongoing deals. 

Your sales universe is unique. Shouldn’t the data you look at day to day be specific to your needs? 

PipelineDeals created filters to help you  view specific reports on your leads and ongoing deals. If you’re a sales leader, or you manage several salespeople, filters will help you stay organized and efficient.

Below are three filters and filter features that our most successful salespeople use to close more deals.

1 – Setup These 3 Filters For Sales Success

Our customer care and salespeople chat all day with salespeople, and they hear three common needs. Salespeople need a quick way to pull up their leads, an easy way to view their current sales pipeline, and a standard way to analyze their monthly closed deals. It’s easy to create these three views using our filters feature! 

If you have not created a filter before, we’ve created a helpful support video to walk you through the steps.

Leads Filter 
The leads filter should describe any people or companies that you have not created a deal with yet. These are prospects in your sales pipeline that may not be sales qualified yet, and that you are prospecting to qualify and start a deal. 
By adding a leads filter to your PipelineDeals CRM, you can more efficiently focus on your prospecting outreach. Better outreach means more leads in your deals pipeline, and more closed deals. 

Sales Pipeline Filter
The sales pipeline filter is the most common filter used by our most successful salespeople. To create this filter, click into the Advanced mode and filter your list to include any deals that are in your sales pipeline. You can also add extra columns of data to your view, including your custom fields.

Closed Filter
Consider this to be your end-of-the-week or month report. Create a closed won and closed lost filter to analyze all the deals that have closed in the previous month. This is a great report to share with your manager or your team! (more on sharing in a moment).

What other filters do you find critical to your business? We want to hear them! Let us know the filters that are critical to your business and share your knowledge in the comments section below.

2 – Share a Filter

Collaboration is critical in sales. One of the best tools our power users use to coordinate with one another is shared filters. Shared filters are a great way to share your saved filters, workflows and reports with the other members of your team. 
Sharing filters keeps your team focused on the most relevant data. 
To share a filter:

 How to share a CRM filter in PipelineDeals

  1. Select a saved filter from your list of filters.
  2. Click on Manage Filters and select the option to share.
  3. Choose the team members to share your filter with.
  4. (Optional) Include a note to your team about why you’re sharing the filter.

Any user can create and share workflows and reports with their team, all within the app. Curious to know how other businesses are using shared filters? Below are some examples that our customers have shared with us:

  • A lead qualification filter is a great way for a manager to share new leads with their team. Create a share a lead filter with your team to direct them towards high-value leads.
  • For your weekly sales meeting, share a deals filter to organize the team around your most critical deals in the pipeline. Help direct the team towards what is most important. 
  • Share a filter and request for some help. This is a great way to collaborate with your team on specific, targeted leads or deals.

3 – Setup a Default Filter

One consistent lesson we’ve learned from our customers is that salespeople like choice. They need to be able to view their leads and deal data in a unique way, and they need that view to be consistent every time they log into that app. 

That’s why we create the default filter feature. The default filter feature  enables you to arrange PipelineDeals lists to fit your sales process. When you have a default filter set, your columns in the list view will load your preferred view even if you logout of the app. You can set a default filter on the People, Deals, Companies, or Agenda tab. With a default filter, the list view will always display the columns of data that you choose.

To setup a default filter:

1 – On the list view, click on the Advanced button.

 Click the advanced button to begin customizing your list view. 

2 – Rearrange your columns and add or remove columns.

 Once you've configured your list. Click the save button to be able to return to it later. 

3 – Save your filter. Click the star next to your filter name to set it as the default filter.

 CRM administrators can set up default filters for their sales teams. 

You can setup a default filter for any list view in PipelineDeals. Setting this filter is a great way to stay organized and optimize your time. We recommend that you setup a default filter for the areas of the app that you use the most. Some popular examples include:

  • Setup a default filter on the Agenda tab with your upcoming tasks and events for the week. We suggest displaying all your tasks for the week and past due items.
  • On the people tab, optimize your view to display leads or contacts you want to take action with that day.
  • On the deals tab, create a filter to only display deals in your active stage so that you focus on active deals in your pipeline.

What other tips do you have for getting the most out of filters on CRM? Include your comments below!

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