Edit the order of deals displayed in Pipeline

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi all,

I noticed that in the pipeline the deals are not displayed by the last one moved in the new stage but in a different order.

I would like that in each stage the order of the deals to be from the last one moved in that stage from the old one.

I am not able to find a solution, is someone able to help me?

Thanks in advance

2

Hi there @DRicco. In the board view, there’s “Board Actions” on the right, where you can find the option to Sort. In there, you can sort by all the properties available:

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That should allow you to sort by recent activity, create date, and even a custom property like “moved deal stages.”

Hope that helps!

3

thanks a lot!