Here is a short video to walk you through using advanced filters in pipeline view, along with an example of when advanced filters would need to come into play.

  1. Open your pipeline view to a Grid or Kanban list you'd like to update. (Pro tip: duplicate an existing view so you can toggle between different views.)

  2. Select Filters in the menu toolbar and toggle the Advanced Filters button in the top right-hand corner to on.

  3. Select for ANY or ALL of the following conditions.

  4. When adding additional filters select CONDITION for a new rule or GROUP to set a new level of subsequent rules.

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