Filter your CRM deals

❗️ Important
Please note that the Deals feature is still in beta.

In this article, we will explain how to filter and sort your deals in the Deal List and Kanban views.

Deals in Sendinblue CRM can be viewed in two different views:

Deal List view

Deals in the Deal List view can be filtered through three options:

filters_deals_list_EN.png

  • Owner: choose to see your deals, the deals of a colleague, or the deals of your whole team
  • Created date: choose to see deals that were created on a specific day or deals that were created throughout a longer period of time
  • Deal stage: choose to see deals from one or several deal stages

Kanban view

Deals in the Kanban view can be filtered through two options:

filter_kanban_EN.png

  • Owner: choose to see your deals, the deals of a colleague or the deals of your whole team
  • Created date: choose to see deals that were created on a specific day or deals that were created throughout a longer period of time

And sorted through five options:

sort_kanban_EN.png

  • Amount: sort your deals from lowest to highest amound or from highest to lowest amount
  • Close date: sort your deals from the least recent to most recent close date or from the most recent to least recent close date
  • Created at: sort your deals from the least recent to most recent creation date or from the most recent to least recent creation date
  • Deal name: sort your deals in alphabetical order or reverse alphabetical order

  • Last updated date: sort your deals from the least recent to most recent last update date or from the most recent to least recent last update date

Now let's imagine that you only want to view the deals that you created from the 24th to the 28th of January, and that you want to have an overview of the deals with the highest revenue in each stage:

  • In Owner, select your name
  • In Created date, select the dates from the 24th to the 28th of January
  • In Sort, select Sort by: Amount, From: High to low

filter_sort_deals_EN.png

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.