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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 |
It is optional to mark a filter setting as the Primary filter setting (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.
Update a Filter Set
Any of the configurable data within a filter set can be changed and updated. Prior to saving changes, these required fields need to be filled out:
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.