Pipeline Filter Groups & Conditions

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.

Customizing an editable pipeline view in Dooly is easy.

Filter Groups

When you're on a pipeline view, add a filter to 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 🥜

Filter Conditions

The AND / OR filter conditions can be applied between the filter groups. To add a new filter group, click on the Add Filter button.

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

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