The new sales pipeline list view makes following up with customers a breeze! You can easily customize your view using the column selector, schedule tasks for customers without follow up planned, and choose when your list is refreshed with new data!
Filters
Your pipeline list view filters are located at the top of the page just like on your home page.
Click Add Filter to select a filter category and select your filters.
You can now select multiple filters at one time in each category! Make your selection and click save to apply the filters.
List View Refresh
If the data in your list updates you'll see a notification at the top allowing you to refresh when you're ready.
Column Selector
To customize your list view for each bucket click the column selector icon.
Add columns by scrolling the list or using the search box under the Available Metrics column:
Remove columns by clicking the X next to the name in the Selected columns list:
Rearrange columns by dragging and dropping the names in the Selected columns list:
Once all selections/changes have been made you must click the Apply columns button to save your changes.
