Phases vs Groups default

Options
Laurie_58144
Laurie_58144 Member Posts: 21
5 Up Votes First Anniversary First Comment 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?

Answers

  • Sophie
    Sophie Pipedrive Team Posts: 158 PIPEDRIVE TEAM
    First Answer First Comment 5 Likes First Anniversary
    Options

    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
    Name Dropper First Comment
    Options

    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?

This discussion has been closed.