How to identify deals at risk using advanced filtering

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How to identify deals at risk using advanced filtering

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Overview

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Steps

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Scenario 1: Find deals you and a teammate have touched recently

1. Open your deal pipeline list.
2. Click the Filters button above the column headers.
3. Set up your first filter group: - Last Contact → is within the last → 180 days
4. Add an OR condition: - Click + Add condition → select **OR **- Owner → is any of → Select yourself and your teammate (e.g., “Janelle”)
5. Click Apply.

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Scenario 2: Prioritize active deals by urgency

1. In the same list, modify your filters: Status → is any of → Live AND Priority OR is none of → Priority 3
2. Click Sort → Last Contact → Oldest first
3. Click Apply.

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Scenario 3: Identify co-owned deals for partner meetings

1. Create a new filter: Owner → has all of → Select yourself and your co-owner (e.g., “Melissa”)
2. Sort by → Last Contact → Newest first
3. Click Apply.

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Expected Outcome

• Scenario 1: List showing all companies contacted in the last 6 months by you OR your teammate
• Scenario 2: Active deals ranked by staleness (oldest contact first), excluding low-priority deals
• Scenario 3: Co-owned deals sorted by most recent activity, ready for partner discussion

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Tips/Warnings

• Use is any of for OR logic within the same field (multiple owners).
• Use has all of when you need entities that match ALL selected values.
• Last Contact includes emails, meetings, and logged interactions—not just emails.
• Save these filter combinations as Saved Views for recurring deal reviews.
• Empty Priority fields will appear at the bottom when sorting.