Customize "pipeline" view

Maria Kosakowska
Maria Kosakowska Member Posts: 2 VERIFIED MEMBER

Would be great if I could customize the pipeline view - I need to see who the owner of the deal is, without filtering. Would be really beneficial for managers of the tool 

Tagged:
0
0 votes

· Last Updated -

Comments

  • Kreete K
    Kreete K Pipedrive Team Posts: 354 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    edited June 2022 #2

    Hi Maria! 

    Thank you for the feedback, we will take this into account. As to the owner, then at the moment, it is marked by the small icon on the Deal card in Pipeline view. I understand full names or initials would be a great help, but right now you can also suggest your users to add profile pictures under Personal Settings. It would look as here: https://sharing.pipedrive.com/W6MdSn

  • Maria Kosakowska
    Maria Kosakowska Member Posts: 2 VERIFIED MEMBER
    edited November 2021 #3
    Kreete K said:

    Hi Maria! 

    Thank you for the feedback, we will take this into account. As to the owner, then at the moment, it is marked by the small icon on the Deal card in Pipeline view. I understand full names or initials would be a great help, but right now you can also suggest your users to add profile pictures under Personal Settings. It would look as here: https://sharing.pipedrive.com/W6MdSn

    Thanks a lot! It solves my problem somehow :) Will apply in my team

  • Julie Sheremeto
    Julie Sheremeto Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #4

    Hi there,

    I have the same suggestion. It is really hard to see what deals need attention in order of importance or priority if I can't customize any of the details in the Forecast view. In particular, I need to see them in ORDER of Expected Closing Date with the Expected Closing Date field visible. This is currently preventing other users in my organization from signing up for Pipedrive as it limits their visibility on time-sensitive files. As Maria mentions, adding in customizations such as other "Details" fields would be key!