Ctrl + K
Community Member
How do I filter a pipeline by State?

I need to find all LPs in California so I can identify all that are in or near Los Angeles.  So can't just filter by city.

It makes no sense that we can filter by country or city but not state.  
6 replies
Community Member
Decile Base AI

Great feedback, and you're right that state filtering should be there! Unfortunately, geographic filtering in the pipeline is currently limited, but here's the best workaround available:

Use Tags:
1. Tag your California LPs with something like "CA" or "California"
2. Filter the pipeline by that tag to see all of them at once

To add tags, click on a prospect, scroll down to the Tags section, and add the relevant tag. You can then filter by tag in the pipeline search bar.

It's extra setup, but it gets you to the list you need. We'll flag the missing state filter as a feature request for the team to look into!

Community Member
That will not work.  How do I find all LPs in California?
Community Member
Hi  @Michel Friedman  since state isn't a column in the investor (fundraising) pipeline, you could use the global search with something like "show me potential investors in California" and it will do a pretty good job. But that assumes all prospects have location details entered.
Community Member
Doesnt work.  It gave 4 results, 3 of whom are not in California and missed some people who are.

Community Member
I added State as a column to your pipeline to expose that address part.
Community Member
It worked and then it reverted - State is no longer there.



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