Can the deals presented in the pipeline be edited so the company is at the top?

Brishan
Brishan Member Posts: 3
First Comment

So the order of this deal would be "Pizza Hut" then "Pizza Hut deal /ref" and then "Craig David". Is there a way to be able to reorganise these little rectangles?


Thanks,

Brish🤗

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Answers

  • inacyakup
    inacyakup Member Posts: 169
    5 Likes First Answer First Comment Name Dropper

    Hi @Brishan

    Title-the name progresses respectively. If you edit the title, your problem will be solved.

    Best Regards

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 960
    First Anniversary 5 Insightfuls 5 Likes First Comment
    COMMUNITY MANAGER

    Hi @Brishan , you can now change the default sorting order in the pipeline view, here's where to find it:



  • Brishan
    Brishan Member Posts: 3
    First Comment

    Hi.

    I mean more like swap these around so we have the company at the top instead of the project ref. What you suggested just moves the deals around?

    Let me know if this is something that can be done?


    All the best,

    Brish

  • Sophie
    Sophie Pipedrive Team Posts: 98
    5 Likes First Anniversary First Answer First Comment
    PIPEDRIVE TEAM

    Hi @Brishan!

    Unfortunately, it is not possible to switch the deal title with the organization on the deal tile officially but it is possible to add additional fields to the deal tiles. You can do that in your account here-

    https://sharing.pipedrive.com/i/dLBnFC

  • inacyakup
    inacyakup Member Posts: 169
    5 Likes First Answer First Comment Name Dropper

    Hello @Sophie @Brishan,



    This is possible. The title of the deals written in bold letters in the first place, the person's name written in lowercase letters in the second place. If you want to change their location, you need to change the title and name section.


    Best Regards