August 3, 2022

Search by Metadata Field Values in the Pipeline Tab

Find Deal Information Using the Metadata Field Value Search

Pipeline users can quickly find information within the pipeline tab using the metadata field value search.

Simply type in the words you are searching for in the top left corner search bar.

Examples of searchable metadata field values in deal type, owner, status, description, size, and phases.

Pipeline Metadata Fields
Pipeline Metadata Field Value Search Results