How do you filter deals by client?

Step 1: Within the Transaction Management product, select the “Deal Tracker” page. Once there, click the filter icon button.

Step 2: A prompt will open with multiple options to filter by. Click the filter titled “Client”.

Step 3: Once selected, a list of all clients entered into your account will appear. Select the ones you wish to filter by clicking their names. To narrow the search, you can also type in your client’s name directly.

Step 4: Once you’ve selected all the clients you want to filter by, click the “Submit” button. Your view will change to match the filters you’ve applied, and Filter labels will appear indicating which are active.