Filtering in the Renewal Pipeline

This article will show you how to use the search filters in the Renewal Pipeline

You now have the ability to filter inside of the Renewal Pipeline similar to how you can filter inside the Contact List. You can filter by Contact Type, Renewal Status, Owner, State, Tags, Date (Effective, Expiry, Create, and Cancel date), Lead Source, Carrier, and Policy Type. You can access this by following these steps:

1. Click on the Renewal Pipeline on the left side of the screen

2. At the top of the page, you will see a green button that says Search Filter

3. Clicking that button will open up the following 

You can also watch the following video