Drag & Drop To Arrange Pipeline Stages
complete
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Anthony Rich
The most annoying thing for me in the system is when I created a detailed pipeline with multiple stages and have to keep pressing the up and down buttons 10000 times to move stages. Can we make this a simple drag and drop please?
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P
Pallavi Kothari
complete
This feature is now Live.
P
Pallavi Kothari
Merged in a post:
DRAG & DROP OPPORTUNITY Stages!!!
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IC Admin Team
HIGHLVL-I-4722
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Pallavi Kothari
Merged in a post:
Drag & Drop Pipeline Stages
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Travis King
Currently you have to click an up or down arrow to move a step/stage within a pipeline. This feels like a very dated approach, requesting ability to drag & drop a stage within a pipeline when building to improve the speed and modernize the feel for creating stages. Thank you for consideration
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Pallavi Kothari
Merged in a post:
Horizontally scroll opportunities by grabbing stage header.
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Tony Ricketts
When there are many stages, you have to grab the small horizontal scrollbar to scroll the page across/horizontally. It would be nice if you made the headers to where we could click and drag to scroll the page horizontally instead of clicking the small scrollbar.
HIGHLVL-I-4189
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Pallavi Kothari
Merged in a post:
Dragging opportunities on pipeline stages buggy
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David Tinoco
Sometimes, dragging opportunities from one stage to another is buggy. It will snap back or, if you drag it, and then refresh the page it goes back to the first column even though the stage is now the next one. Also, the opportunity does not update to the right column on other people's screens.
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Tony Pepperoni
We have extremely big pipelines and adding even 1 stage alone can take more time than needed. This is the only place I see this up and down arrow remaining and it would be very helpful if it would be replaced with a dragging option.
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JP Maroney
Agree 100% This would be SO MUCH more convenient than using the up/down arrows to order stages. Please do this.
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Will Anagnos
this is a must! https://www.loom.com/share/8cb6f47985cc4df2bd17f7fd1845f42d
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Felipe Leite
Yeah! Like Trello! This would be awesome!!