Filter by Rollup Stage

The Rollup Stage Filter option allows users to view rollup lists, based on records with a particular rollup stage. If you are not familiar with rollup stages, take a look at how to set them up here.

To use the Rollup Stage Filter do the following:

  1. Open an existing rollup list
  2. Locate the stage column and select the filter icon at the top
  3. Here you can see how many records exist in each stage
  4. Check mark the stages you would like to filter by (Note: You will only have the ability to select stages that are in use on the current pipeline)
  5. Select done once stages have been selected