HubSpot Ideas

Augustus

Allow Pipeline to be saved as part of saved list view

We have saved views that are designed to pull in deals from multiple pipelines so it needs to be set to "All Pipelines" in the list view.

 

However, if the user has selected a single specific pipeline to view their list, then it will filter any deals from other pipelines that otherwise should be included in the saved view.


Please add the ability to set a specific pipeline or "All Pipelines" in the settings for a saved view.

3 Replies
Jnix284
Hall of Famer

agree that it would be nice to include the specific pipeline within the options for the saved view - even if it isn't the default, giving the option to "specify the pipeline(s)" for the saved view would help streamline processes for sales and service teams

CRosenthal
Member

Our client success team works from 8 distinct pipelines. The reps would like to be able to view all of their open tickets regardless of pipeline (i.e. all pipelines).  So, I built advanced filters (i.e. rep = me, pipelines = any of 8 pipelines, status = all not closed) and saved that as a view "My All Pipelines".

 

When they navigate across the views and go to the "My All Pipelines" view the pipeline dropdown will default to whatever pipeline they last viewed thus overriding the all pipeline view specified in the filter.

 

I would think that being able to view all of my open tickets regardless of pipeline should be a standard request/feature. 

robertmaclean
Participant

100% agreed. I want to be able to have separate views that not only save the filters within those views, but also save whether it's a Board or a List, and what Pipeline is being shown. It's REALLY FRUSTRATING when switching between views and constantly having to change the pipeline and list/board depending on what view it is.