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Adding a filter

Hipcall allows you to add different views for your deals list. After you create a view, you can add a filter to it. Filter options are created at, assigned to, sales representative and state.

You can follow the steps below to create a filter to your deals list.

  1. On the top navigation menu, go to Sales. Click All deals on the top left corner and then click Add view.

2. Give your view a name and click Create.

3. Go to Filters section and click on the arrow sign, then click Add new filter button.

4. Choose your filter type there. After you choose your filter, deals list will be updated automatically.