How to filter clients by recruitment stage
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Delancey Haig: documents · How to filter clients by recruitment stage
User asked how to filter clients by pipeline stage. Support provided search syntax which worked; customer requests simpler UI with quick filter or dashboard column.
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What this says
Current to 11 Oct 26User asked how to filter clients by pipeline stage. Support provided search syntax which worked; customer requests simpler UI with quick filter or dashboard column.
Problem: Client directors needed to filter clients by recruitment stage (new prospect, active placement, completed) for pipeline reviews. Handling: Support provided search syntax ("clients where stage = active placement") which worked immediately and exported as CSV. Customer confirmed it saved time versus manual export but requested a simpler dashboard UI. Watch: Feature request suggests potential Growth tier value; dashboards builder is a Growth feature.
Details
Updated 9 Oct 26Trail
created · Saskia Mendes 28 Mar 2025 12:05One of our client-account directors asked me this morning how to pull a list of clients by their stage in the pipeline: new prospect, active placement, completed. I've looked at the main dashboard and can't find a filter for it. Is there a simple way to do this? They use it all the time for their pipeline reviews.- public_reply · Bethan Lister 28 Mar 2025 17:58Hi Saskia, Thanks for getting in touch. Just so I've got this right, you want to filter the client list by their CRM stage? You can do this with the search tab. Try typing: "clients where stage = active placement" and the brain will pull that list for you. You can export it as CSV as well if you need it offline. Give that a try and let me know what you see. Thanks, Bethan
- public_reply · Bethan Lister 1 Apr 2025 09:05Just checking in, how did you get on with that search query? Thanks, Bethan
- public_reply · Saskia Mendes 1 Apr 2025 09:18Perfect, it worked. The directors used it in their reviews this morning and it saved them time. Much better than the manual export they were doing before.
- public_reply · Saskia Mendes 1 Apr 2025 15:25Can we make it simpler though? Would it be possible to add stage as a quick filter or column on the main dashboard? The directors would use it every time.
- status_change · 5 Apr 2025 23:59