Sales teams use PipelineDeals everyday to collaborate. One of the best tools our power users utilize 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, and allows power users to share their most valuable filters.
To share a filter:
- Select a saved filter from your list of filters.
- Click on Manage Filters and select the option to share.
- Choose the team members to share your filter with.
- (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 workflow that includes the most important lead qualification data in the list-view, organized in order of its’ importance.
A report highlighting the specific deals that a salesperson should work on for the week.
A standard process for every member of the team based on their role. The filter includes all the data that is most relevant for the team based on their role in the business.
Need some help brainstorming ideas on how to used shared filters? Contact firstname.lastname@example.org or call us at 866-702-7303. For more details on sharing filters, watch this helpful video: