Change/edit what is displayed in the deal in Pipeline view
Josh_910
Posts: 1
Hello Pipedrivers! I am hoping someone can assist me in a easy fix or work-around. When viewing my Deals in "Pipeline" view, I can see; Deal Name, Organization and Value/Amount of the case. Is there a way to change/edit what is displayed in the "Pipeline" view? I want to replace the ORGANIZATION with CONTACT PERSON. Any help on this would be greatly appreciated. - Josh
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Comments
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Afraid not Josh. You can only replace the Organization name with Person name if there's no Organization attached to the Deal.
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Good feedback on the pipeline @Kirill Grebtsov
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@Mike van der Valk Good feedback indeed!0
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You can always export the deal/person info via Zapier and present the data in other solutions as well - this can help to further customize the view
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Requesting the ability for a little more customization for the Pipeline view.
Although, in my view, it will be hardly useful since you should be working from the Activities tab anyway, at all times. 0
