Question

Deals list with multiple pipelines

  • 5 July 2022
  • 1 reply
  • 23 views

In the Enterprise version we have several sales pipelines. If I want to view all my deals I can’t find a way to filer to see them that includes all deals regardless of Deal Pipeline. I have to choose each pipeline to see open deals for each. Is there a way to see all my deals regardless of Deal Pipeline?


1 reply

Userlevel 4
Badge +8

Hello, 

Greetings from the Freshworks Community!

I understand your concern on filtering the deals irrespective of the deal pipeline, however, we currently do not have an option to filter them without mentioning the deal pipeline. 

You can however, create a report with a deal filter which will result in all the deals irrespective of the deal pipeline. 

I hope this clarifies. Please do let me know in case of any further queries, I’ll be happy to help. 

Have a good day!

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