Two New Filters to Track Key Updates and Progress

In complex B2B sales, one of the hardest things is knowing where progress is happening and where attention is needed next. Too often, valuable insights are buried in activity logs or scattered across tools, leaving sales leaders to rely on instinct instead of data.

Step Completed Filter

While there are a myriad of tools in Membrain to track the progress through your sales processes, tracking specific steps in your sales process just became a lot easier.

The new Step Completed filter lets you pinpoint projects that have reached specific process steps within a given time frame. For example: Identifying all deals that completed “Qualification” or “Proposal Sent” in the last 30 days.

How It Works

• Add the "Step Completed" filter to an existing view you want to add it to, or create a new one
• Select one or multiple steps across your sales processes
• Choose a preset or custom date range (e.g., This Week, Last 30 Days, or use a Custom Range)
• Membrain then shows only the projects in your pipeline, your prospects or account growth projects where those specific steps were completed within that window.

Field Updated Filter

CRM's are often a graveyard of data, something we at Membrain have tried to be a part of solving for over a decade. Stale or incorrect data can cause frustration, confusion, adoption issues and makes it harder to reach your sales targets. 

Data in motion though, tells a story. The new Field Updated filter helps sales teams identify which Projects, Companies, or Contacts have seen recent updates to critical fields — whether that’s a change in Decision Maker, Next Step, Forecast, or Deal Value.

How It Works

• Add the new "Field Updated" filter to a view
• Choose the field you want to track
• Pick a date range (e.g., Today, This Week, Last 30 Days)
• Membrain surfaces all the results showing where that field was updated during that period

Why It Matters

These filter provides instant clarity into momentum within your pipeline, your prospecting efforts or in your account management execution. It helps salespeople and managers keep tabs on what’s shifting in their data, and respond in real time.

Most organizations struggle to connect activity to progress, and this update offers powerful tools to bridge that gap.

Use it to:

• Catch recently reprioritized accounts (for example: when Customer Category changes in Account Growth)
• Identify new or re-engaged contacts for follow-up
• Audit data quality and consistency before key reviews
• To trigger Automation enrollment when certain steps are completed or fields are updated

Sales organizations often struggle with stale or untracked updates that lead to poor forecasting and missed opportunities. This filter ensures that recent changes don’t go unnoticed, turning data movement into meaningful action.

• The Step Completed filter shows where real progress is being made.
• The Field Updated filter shows where data (and potentially priorities!) are changing.

Together, they help sales teams move from reaction to intention, coaching to reality, and data to action, all within the context of the sales process.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.