How can I add a custom sorting option on pipeline view outside of the default options?

Victor-Sandstone
Victor-Sandstone Member Posts: 2 VERIFIED MEMBER
edited September 2023 in Sales CRM #1

How do I "Sort by" my deals in a stage based on importance? The default features does not have that option.

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Answers

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 170 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes

    Hey @Victor-Sandstone 👋

    Currently, there's no possibility to add options to the "sort by" section, so the ones you see there are the ones that can be used - it's good feedback, I'll pass it on internally!

    I'll leave here a suggestion! You can use the filter option to at least filter out the important ones based either on a Label or a custom field. That way, you can bring into the Pipeline only the ones you want to see and hopefully, it will help you focus on just those. Hope this helps a bit!

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