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

3. Delete a filter set

• Any and all filter sets can be deleted

• The report cannot be run if all filter sets are deleted