Filtering and searching deal data

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Filtering and Searching Deal Data

Introduction

Filtering and searching deal data in ActiveCampaign is essential for efficiently managing sales processes and staying organized. This feature allows users to quickly identify deals that meet specific criteria, enabling more effective follow-ups and decision-making. Whether you're a sales representative looking to prioritize your pipeline or a manager analyzing performance, mastering the filtering and searching functions will enhance your sales engagement strategies.

How to Access This Feature

To access the filtering and searching options for deal data, navigate to the Deals section within your ActiveCampaign account. Here, you will find the interface for filtering and searching all deals across your pipelines.

Step-by-Step Instructions

Accessing the Deals Page

1. Log into your ActiveCampaign account. 2. From the main menu, select Deals.

Filtering Deals

1. Locate the pipeline dropdown at the top of the Deals page. 2. Click on this dropdown and select the pipeline you wish to filter. 3. After selecting a pipeline, look for the filtering options located directly under the pipeline dropdown. 4. Click on Add filter to access a myriad of filtering choices.

Selecting Filter Criteria

You can choose filters based on the following criteria:

• **Deal Details** - Including Deal Title, Deal Description, Deal Value, Win Probability, Created Date, Last Updated Date, Next Task, and any custom deal fields you may have created.
• **Deal Owner** - Filter by the account user assigned to a deal.
• **Status** - Choose the deal's status (Open, Won, or Lost) to refine the results further.
• **Tags** - Apply filters based on tags associated with contacts tied to the deals.

Note: When using multiple filters, the results presented will reflect only those deals that meet all selected criteria (treated as an AND condition).

5. The active filters will be displayed as chips under the available filters section for easy visibility. 6. The deals that match your selected criteria will be displayed automatically.

Searching for Deals

1. Once you are on the Deals page, find the Search Pipeline field located above the deals list. 2. To search within the selected pipeline, type your search term into the Search Pipeline field. 3. To search across all pipelines, type your search term and click on the option to search all pipelines. 4. After performing the search, the page will reload, revealing results that contain your specified search term.

On the left-hand side, you will see additional filters available to refine your search results further. All deals matching your criteria will be displayed on the right.

Configuration Options and Settings

ActiveCampaign's deal filtering and searching capabilities allow for various configurations to suit your unique sales process. Key options include:

• **Deal Details** - Enables filtering based on significant attributes like titles and values.
• **Deal Owner** - Facilitates assignment-based searches to focus on specific account users.
• **Status** - Offers classification by the deal's current lifecycle stage.
• **Tags** - Lets you manage contact associations efficiently.

Each configuration can be combined with others to create a highly tailored deal-viewing experience.

Best Practices and Tips

- **Utilize Multi-Filter Options**: Experiment with combining multiple filter types to narrow down your search results effectively. This habit can significantly reduce time spent navigating through information. - **Regularly Update Tags and Custom Fields**: Keeping your tags and custom deal fields relevant ensures that filtering will produce accurate results. Regular updates enhance visibility and assists in categorization. - **Review Frequently**: Periodically review your most frequently searched deals to identify patterns that might inform your sales strategy.

Troubleshooting

- **No Results Found**: If your search yields no results, double-check your filter selections and ensure they align with existing deal entries. Try broadening your search terms. - **Pipeline Not Displaying**: If a pipeline is missing, ensure that you have the necessary permissions or that your subscription plan includes access to that pipeline feature.

Related Features

This feature is pivotal when used alongside other ActiveCampaign functionalities such as Deals and Pipelines. Enhancing your knowledge of these areas can further improve your overall sales effectiveness.

FAQ

What types of filters can I use when filtering deals?

You can filter deals based on Deal Details, Deal Owner, Status, and Tags.

How do I search for deals across all pipelines?

To search across all pipelines, type your search term in the Search Pipeline field and select the option for searching all pipelines.

Can I use multiple filters at once?

Yes, you can apply multiple filters in conjunction, which will return only the deals that meet all the selected criteria.

Do I need a specific plan to access deal filtering features?

Yes, the filtering and searching features are available for Plus, Professional, and Enterprise plans.

Can I filter deals by custom deal fields?

Absolutely! You can include any custom deal fields you have created in your filter criteria.

What if my search returns no results?

If you receive no results, revisit your filtering options to ensure they are appropriately set and relevant to existing deals.

Is there an easy way to view my filtering selections?

Yes, any active filters will be displayed as chips under the available filters area, allowing for quick reference.

By effectively utilizing the filtering and searching functionalities within ActiveCampaign's deals system, users can optimize their sales processes and improve overall productivity. ```