Would be great if you could save your pipeline view to what you want it to be.
This would benefit sales managers in so many ways!
Currently I only want to see this years deals - however every time I go to view the pipeline, I have to change the view to do that. If I could save my default view it would save me a step that I have to multiple times a day.
I agree with this! On both the deal and the ticket pipeline (not list) views, you can save a view but you have to select it and wait for it to load each time. Annoying!
could we pin the default view please?
Yes - need to be able to set a default. Or at least have the system do a better job of remembering what my last view was for tickets or deals.
Is this in development? For some reason when I select “deals” the view it brings me to is filtered pipeline that I don’t really need.