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  1. Navigate the My Pipeline page.

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  2. Click Filter Sets in the left panel.

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  3. The complete customizable panel opens.

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  4. Click the + icon in the Filter Set field.

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  5. The Filter Set section expands.

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  6. Complete the fields in the expanded the Filter Set section.

    • Enter a name in the Filter Setting Name field.

    • Switch the Primary toggle to Yes to set the new filter setting as the Primary filter setting (default). Once a Primary filter setting is selected, every time you navigate to My Pipeline, the Primary filter setting will auto-populate in the Filter Set field.

    • Click Create to create the new setting.

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  7. The new filter setting appears in the left panel.

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