Pin views in deal board view

[KPruett]

Currently, only views can be pinned if viewing deals as a list. It would be great if the views could carry over when deals are displayed as a board.

[KPruett]

Hi there! This is currently possible - you can add a view of your pipeline board based on your filter criteria. That will save as a tab--see screenshot.

Here's a Knowledge Base article with more details--check out the section on "Views."

 

[BFineganReyno]

Definately! I only want to see my deals without having to filter

[CJPospisil]

This is a great idea! + + + 

[hannahflat]

Yes this is a great idea! It's useful being able to pin in the list view, but we use the board view as it's much easier to get a clear view of where everything is at with the board. Would be great to be able to pin a few key views, rather than the team having to use the dropdown options

[BCampbell]

Yes!!!!

[JeannieN]

Hi there! This is currently possible - you can add a view of your pipeline board based on your filter criteria. That will save as a tab--see screenshot.

Here's a Knowledge Base article with more details--check out the section on "Views."