Possibility to order deals in your own way?
Hi does anyone know how to order deals so your most interesting ones are at the top of each "deal stage column" so I have a better overiew of them? Atm i have a bunch of deals at the top that are not really super interesting and that are just taking up that space.
Boris Tsibelman Posts: 999edited February 2022 #2
Your not able to change the order of the deals in the Pipeline view0
Jakob Edebol Posts: 2edited October 2020 #3Boris Tsibelman said:
Your not able to change the order of the deals in the Pipeline view
Inês Batata Admin Posts: 2,925edited February 2021 #4
Hi @Jakob Edebol , thank you for your input!
Something that might help you in the pipeline view is using Deal Labels, so certain deals will stand out visually regardless of where they are ordered there.
To order deals using any criteria you like the best place is the List View, where you can also filter, sort them and export the results to a spreadsheet if you wish.
That being said, I've sent your suggestion internally to be considered by our team in future developments.
Speaking of which, here’s how to stay on top of what’s coming down the line:
- Follow What’s New and don’t miss any new releases.
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.
tjkirchoff Posts: 1
@Inês Batata Hi, is there any update to this feature? Not being able to drag and drop deals into a custom order is a huge hinderance for us. Thank you!0