Phases vs Groups default

Laurie_58144
Laurie_58144 Member Posts: 19 VERIFIED MEMBER
Second Anniversary 10 Comments 5 Up Votes Photogenic
edited July 2023 in Sales CRM #1

I almost exclusively use Groups and would like that to be my default view instead of phases. Is there a way to do this with a template or automation?

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  • Sophie
    Sophie Pipedrive Team Posts: 204 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @Laurie_58144!

    Setting Groups as the default view in Projects is unfortunately not possible at the moment. However, I will pass this along to our team internally to review, thanks so much for the valuble feedback!

  • Marija K
    Marija K Member Posts: 3 VERIFIED MEMBER
    Name Dropper First Comment
    #3

    I'm playing with Phases and Groups and am trying to work out why Groups might be better. Can anyone share an example of why they use groups v's phases specifically?

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