Filter sets are used as search criteria to display data in the My Pipeline grid.
Create a Filter Set
Data Values That Can Be Configured in a Filter Set | |
|---|---|
Data Value | Description |
Filter Setting Name | Required to save or create any filter set |
App Created Date | List of date range options during which the application was created - all time, today, yesterday, this week, last week, this month, last month, this year, all time, custom range |
Team/Agent | List of all agents in the organization that share the same branch permissions as the logged-in user |
Branch | List of all branch permissions of the logged-in user |
Customer type | List of the types of applications in our system - borrower, external contact, Al |
Statuses | List of all statuses in the workflow of the logged-in user |
Campaigns | List of all campaigns with the same branch permissions as the logged in user |
...
Filter Setting Name
Status
Campaign
...
Delete a Filter Set
Any filter set can be deleted. The report cannot be run if all filter sets are deleted.
