Slice and dice your pipeline by using filter groups and conditions to create the perfect view in Dooly. No need to build the view in Salesforce. If you create something awesome, make sure to save it and share with your team.

Filter Groups

When you're on a pipeline view, add a filter group by clicking on the + sign next to a filter. This groups those two (or more!) filters together like peanut butter and jelly ๐Ÿฅœ

Filter Conditions

The AND / OR filter conditions can be applied between the filter groups.

You can also apply AND / OR filter conditions within a filter group.

Some Inspiration to Get Started



Explore more tips for updating and managing your Salesforce pipeline faster with Dooly.

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