Custom Pipeline Views
J
Jonathan Hyslop
Right now, we can choose ALL or only one of the other opportunity states such as WON or OPEN. But what if we wanted to see OPEN and WON -or- ABANDONED and LOST? Make it the views customizable and then make each customization a user creates so that it is a setting they can easily go back to in a flash.
HIGHLVL-I-824
Log In
S
Sales & Marketing
Merged in a post:
âś… Disable Pipeline in general Dashboard Widgets
I
Iver Aune
We have a couple of pipelines that are not for our main sales pipeline but for internal overview.
That is why we would like to prevent these pipelines from showing up in the general Opportunity Status, Opportunity Value and Conversion rate widgets.
However, we want to keep it visible for the Funnel and Stage widgets.
Photo Viewer
View photos in a modal