The Deal Pipeline now includes enhanced visibility, powerful filtering, and customizable views to help you better understand and manage your deals at a glance.
This article walks through the new pipeline totals, filters, and saved views demonstrated in the video above.
How to Filter Your Deal Pipeline
Filters allow you to narrow your pipeline and focus on specific deals or segments for yourself or your team.
You can filter your pipeline by:
Deal Status (Lead, In Progress, Closed, Cancelled)
Created By (Deal Owner)
Property Type
Offer Type
State (Location)
Property Value
Year Built
Rentable Area
Multiple filters can be applied at once. For example, you can view all deals in California that were created by a specific owner or worked by a selected team.
How to Save a Filtered View
Once your filters are set:
Click New View
Enter a name for the view
Click Save View
Saved views make it easy to return to the same filtered pipeline and can be used for individual workflows or team-level tracking.
Why This Matters
These enhancements give you more flexibility and clarity when managing your pipeline:
Faster insight into pipeline performance
Easier tracking by owner, location, or status
Custom views tailored to how you and your team work
More updates are coming soon — stay tuned!