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Deals

Search and filter deals

1 min read Updated 6 June 2026

The Deals Pipeline includes search and filters so you can focus on the opportunities that matter right now.

  1. Open Deals.
  2. Type into the search box. Search matches the deal’s name.

Filter

  • Stage — show only deals in a chosen stage.
  • Account — show only deals for a chosen account.
  • Owner — show only deals assigned to a particular team member.

The pipeline updates to show the matching deals grouped by stage.

Tip: Combine filters, for example a single owner plus a single stage, to review a specific slice of your pipeline.

See also: Deals overview.

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