How to Use Filters and Sort Deals?

Default Saved Filters

The filter option lets you refine the deals shown by selecting specific criteria, helping you view only the deals that meet your conditions. Follow the steps to access the filter option:

1. Click the All Deal dropdown next to the filter option.

2. Use the toggle buttons to switch between Filter and Sales Owner as needed.

3. The Filter button dropdown display a list of default filters, including Created and Shared filters.

List of Default Saved Filters:

Filter	Definition
All deals	List of all the deals in the web application.
My deals	Lists the deals that are assigned to and owned by you.
Open deals	List of all the deals in the open state.
Won deals	List of all the deals in the won state.
Lost deals	List of all the deals in the lost state.
Hot deals	Lists the deals that have a deal value greater than 1000.
Cold deals	Lists the deals that were created 3 months ago.
My territory deals	Lists the deals that have been assigned to your territory.
Recent deals	Lists the deals created in the last 24 hours.
Recently imported deals	Lists the deals that have been recently imported into the web application.
Closing this week	Lists the deals whose expected closing date is set as this week.
This month sales	Lists the deals whose expected closing date is set as this month.
Recycle Bin	Lists the contacts that have been moved to the recycle bin. These will be stored in your CRM for 90 days before being permanently deleted.

Sorting Deals in Twozo

The default pipeline stages New, Won, and Lost are clearly visible. Under each stage, the total deal value in the base currency and the total number of deals for that stage are displayed.

• The default Sort option is located at the top-right corner of the deal stage.

• Click the Sort option to open a menu with both ascending and descending order choices.

• By default, deals are sorted by Created at Ascending.

• Only one field can be selected for sorting at a time, either in ascending or descending order.