Deals and contacts filters


#1

Hello!
Here’s a quick feedback on the deals and contact filters on the website:

  • we would like to display only the deals whose contacts have a phone number, can we do that?
  • we would like to display only the contacts whose deal stage have a specific value. From what I understand, we can only filter by the number of deals but not any attribute of the deals of a contact.

#2

@fonji

I would brush up on some videos regarding how to make a view in the CRM.

If you need assistance setting it up the best place would be to contact support and they can walk you through it.