Simplifying a pipeline
Hey there! I was curious to know if there was a way to simplify the format of the Pipeline? For example, I really like the separate Pipelines but I wish the information was a little more compacted like the in "List" section of the interface.
I have a very fast moving job so sometimes I have a build up of deals I need to close out and update. Looking at it in Pipeline form however, can be a bit overwhelming.
Answers
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Hello @Stella Rene
Currently, we do not have something in between Pipeline and List view but there are things you could do to optimise the view, like making use of the Deal Card customisation feature, by which you can avoid clutter in the deal card.
In addition to that, you can also use a create filter to narrow down your deals; it could be based on the deal created date, deal value, etc, and then you can pin these filters for easy access:
Hopefully, these could help to optimise your worlkflow!
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