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Branikita

‎Nov 9, 2021 11:29 AM

Participant

Cards in pipeline are sorted in a wrong order

SOLVE

c5fc003b67.jpg

Cards in pipeline are sorted in a wrong order. It happened for all our pipelines

Dashboards Deals
0 Upvotes
1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner

‎Nov 9, 2021 1:55 PM - edited ‎Nov 9, 2021 1:56 PM

Recognized Expert | Platinum Partner

Cards in pipeline are sorted in a wrong order

SOLVE

Hi @Branikita,

 

In the top right corner where it says "Board Actions", choose sort. From there you can sort the order in which cards appear in board view.

 

 

Screen Shot 2021-11-09 at 1.55.46 PM.png

 

Screen Shot 2021-11-09 at 1.54.22 PM.png 

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

5 Replies 5
spencerpsmith

‎Feb 4, 2022 4:48 PM

Participant

Cards in pipeline are sorted in a wrong order

SOLVE

I have a similar question but in regards to the Deal Cards in a Company Record.  The deals don't follow a logic or priority, so we'll have closed or qualified out deals interspersed with open deals.  Is there a way to set tose to sort by deal stage or priority?

0 Upvotes
Hatt1

‎Nov 10, 2021 12:11 PM - edited ‎Nov 10, 2021 12:11 PM

Member

Cards in pipeline are sorted in a wrong order

SOLVE

nice

0 Upvotes
Josh
Solution
Recognized Expert | Platinum Partner

‎Nov 9, 2021 1:55 PM - edited ‎Nov 9, 2021 1:56 PM

Recognized Expert | Platinum Partner

Cards in pipeline are sorted in a wrong order

SOLVE

Hi @Branikita,

 

In the top right corner where it says "Board Actions", choose sort. From there you can sort the order in which cards appear in board view.

 

 

Screen Shot 2021-11-09 at 1.55.46 PM.png

 

Screen Shot 2021-11-09 at 1.54.22 PM.png 

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

PDressler

‎Mar 2, 2022 4:43 AM

Participant

Cards in pipeline are sorted in a wrong order

SOLVE

Hi Josh, thanks for your answer here. Is it possible to always sort the deals by closing date? So far, as I tried, this setting is not saved and I would always would have to sort the pipeline again as soon as I load the page new. Thanks in advance!

Branikita

‎Nov 9, 2021 1:59 PM

Participant

Cards in pipeline are sorted in a wrong order

SOLVE

Thank you very much!

0 Upvotes

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Cards in pipeline are sorted in a wrong order
Hi @Branikita,   In the top right corner where it says "Board Actions", choose sort. From there you can sort the order in which cards appear in board view.     &nbs...
Hi @Branikita,   In the top right corner where it says "Board Actions", choose sort. From there you can sort the order in which cards appear in board view.     &nbs...
Sales
Mar 2, 2022