Filter sets are used as search criteria to display data in the My Pipeline

1. Create a filter set

1.1 The data values that can be configured in a filter set are

Filter setting name
- is 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 org 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, All
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
It is optional to mark filter setting as primary (default)
Once a primary filter setting is selected, every time a user navigates to My Pipeline, the primary filter setting will be auto populated in the Filter set field
Duplicate filter set names are allowed
Status and campaign fields are required to create and save a filter set
Any number of filter sets can be created per user

2. Update a filter set

Any of the configurable data within a filter set can be changed and updated
The required fields of Filter setting name, status and campaign need to be filled out before saving the changes