Tips, Tricks & Best Practices

RGiesen
Mitglied

Is it possible to set the Service overviews to "all pipelines" by default?

lösung

Hi there!

 

As the title said, Is it possible to set the Service overviews to "all pipelines" by default?

RGiesen_0-1643115123964.png

 

Thank you

 

0 Upvotes
2 Akzeptierte Lösungen
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Is it possible to set the Service overviews to "all pipelines" by default?

lösung

Hi @RGiesen,

 

If you have a view that shows all pipelines, you can pin that view. When you navigate back to Menu > Service > Tickets, you should then see all pipelines.

 

karstenkoehler_2-1643115820798.png

 

For me, for example, the "All tickets" tab will show you all pipelines by default.

 

If you want to make this change for an existing tab/view, click "More filters" (center of the screen), remove the filter options for Pipeline (in the sidebar that pops up) and then save the view (top right of the screen). You can then make this view a default.

 

karstenkoehler_1-1643115802615.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Lösung in ursprünglichem Beitrag anzeigen

karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Is it possible to set the Service overviews to "all pipelines" by default?

lösung

Hi @RGiesen,

 

Got it, thanks for the added context.

 

From the dropdown at the top, can you select "All pipelines", then pin the current view and make it default?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Lösung in ursprünglichem Beitrag anzeigen

4 Antworten
RGiesen
Mitglied

Is it possible to set the Service overviews to "all pipelines" by default?

lösung

Hi Karsten,

 

That was almost the solution, i changed the page filter to all pipelines and clicked on the save view button. Than that filter was also saved.

 

Thank you for pointing me in the right direction.

 

Regards 

RGiesen
Mitglied

Is it possible to set the Service overviews to "all pipelines" by default?

lösung

Hi Karsten,

 

Thank you but that is not the case, if you look below you can see that there is no filter for the pipeline in the view itself, the filter is on top on page lvl.

RGiesen_0-1643115819426.png

 

0 Upvotes
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Is it possible to set the Service overviews to "all pipelines" by default?

lösung

Hi @RGiesen,

 

Got it, thanks for the added context.

 

From the dropdown at the top, can you select "All pipelines", then pin the current view and make it default?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Is it possible to set the Service overviews to "all pipelines" by default?

lösung

Hi @RGiesen,

 

If you have a view that shows all pipelines, you can pin that view. When you navigate back to Menu > Service > Tickets, you should then see all pipelines.

 

karstenkoehler_2-1643115820798.png

 

For me, for example, the "All tickets" tab will show you all pipelines by default.

 

If you want to make this change for an existing tab/view, click "More filters" (center of the screen), remove the filter options for Pipeline (in the sidebar that pops up) and then save the view (top right of the screen). You can then make this view a default.

 

karstenkoehler_1-1643115802615.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.