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Navigate the My Pipeline page.
Click Filter Sets in the left panel.
The complete customizable panel opens.
Click the + icon in the Filter Set field.
The Filter Set section expands.
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.
The new filter setting appears in the left panel.
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Click inside any of the filter set fields.
Make the desired changes using the dropdown menus or edit (pencil) icons.
Click Update.
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How to Delete a Filter Set
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Click the Delete (trash can) icon in the Field View or Filter Set field.
The Delete Filter Setting popup window opens to confirm the deletion. Click Yes.
The selected filter set is deleted.
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