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How Do I Save my Pipeline View?
How Do I Save my Pipeline View?
Updated over 2 months ago

Related Questions:

  • Is there a way i can make it so when i check my pipeline it always has a certain filter on it?

  • Can I set a default view for my pipeline?

Answer:

To save a Pipeline view:

  1. Customise Filters

  2. Customise Columns

  3. Select the Save View Button

  4. Select Save as New

  5. Click Next

  6. Add a Name for your Saved View

    1. Optional - add desciption

  7. Choose whether the view is to be private or shared

  8. Click Save

To change the default Pipeline view, drag and drop the view you want to set as default to the top of the views list on the left hand side. If the views list is not visible, click on the bar and it will expand to show you your list of saved views. The view at the top of the list will always be the default view.

Please note - Read-only users cannot save Pipeline views.

Related Articles
How do I Change a Default Pipeline?
How Do I Save A View Or Save A Custom Report?
How do I sort my Pipeline by Booking Date?
How can I view only my assigned Bookings?
How do I Arrange my Pipeline by Booking Date?
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