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Filters-> common uses

Fintesk's filtering tool offers a variety of ways to see and segment specific data in your account. Here are some examples of common filter options you may find useful.

See only won and lost deals​

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To see both won and lost deals, make sure to use ANY conditions, rather than ALL. Adding both conditions to the ALL section will yield zero results, since a deal cannot be won and lost at the same time.

See persons with an email address​

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This filter will show you any person in your account with a value added to the Email field.