It would be nice if we could set a Default Pipeline under Deals in a similar way that we can set a Default View. We have product managers who care more about a specific product pipeline than other reps would. At the moment, even if we set a Defualt View with a Pipeline Filter, the user is still directed to the first Product Pipeline that was created in the system.
Weitere Ideen mit folgender Beschriftung anzeigen:
Would love a default to be set by user (for them to choose their default or for an admin to set it for them based on individual or team). I can't tell you the operational overhead we have to make sure reps are creating deals under their proper pipelines!
How is this not a feature yet? Please make it possible to set the pipeline, and save the view. For a product that relies so heavily on pipeline oranisation, the view should not automatically default to the first pipeline on the list. PLEASE LET US SAVE THE PIPELINE WHEN WE SAVE THE VIEW!!
My name is Jeannie and I'm the PM for CRM pipelines. I just became aware of this post and wanted to provide an update. This is not currently prioritized on the roadmap, as we are focused on delivering other high value-added features and enhancements.
In the meantime, here are some options that may help:
Admins can reorder pipelines to set the first one as the default.
Once a user interacts with a specific pipeline on the board page, the next time they return to that page, that same pipeline will be the one they see.
I recognize it might be disappointing to hear this isn't being prioritized, but I hope you will get excited about all the other features we've been working on, to help elevate how you manage your pipelines in HubSpot, including pipeline rules, colour-coded object tags, etc.
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