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How can users set their preferred pipeline?

Posted by Nishi on 19 December 2022

How to set a preferred pipeline as a user?

To set up a preferred pipeline as a user,

  1. Log in to the account.
  2. Click the Profile icon > Settings
  3. Go to the Other Settings tab on the personal settings page. From the Pipeline drop-down, choose your preferred pipeline.
  4. Click Save.

The selected pipeline will appear as the default view in the deals tab.

How to set a preferred pipeline as an admin?

To set up a preferred pipeline as an admin,

  1. Log in as an Admin. 
  2. Go to Admin Settings > Users
  3. Choose the preferred pipeline of that specific user from the My pipeline dropdown.
  4. Click Save.

Note: Users can change their preferred pipeline. The preferred pipeline appears by default in the deals funnel view page. To view a different pipeline from the

List view: Filter by the deal pipeline field that you want to view.

Funnel view: Choose from the deal pipeline filter. Click here to know the difference between the list and funnel views.  

What is the impact of choosing a preferred pipeline?

  1. Creating deals:

          The new deals created get added to the user preferred pipeline.

          You can change the pipeline from the Deal Pipeline drop down if needed.

      2. Deal funnel view: 

          This view by default shows the user preferred pipeline.

      3. Filters: By default, the deal pipeline field under filters is pre-filled with the user-preferred pipeline.

      4. Default views: 

          All default views are based on the user-preferred pipeline.

What is the impact of choosing a preferred pipeline?

  1. Creating deals:

          The new deals created get added to the user preferred pipeline.

          You can change the pipeline from the Deal Pipeline drop down if needed.

      2. Deal funnel view: 

          This view by default shows the user preferred pipeline.

      3. Filters: By default, the deal pipeline field under filters is pre-filled with the user-preferred pipeline.

      4. Default views: 

Can I view multiple pipelines at the same time? 

You can choose to juggle between multiple pipelines, but you cannot view more than one at a given instance. For example, If you have to work with pipelines A and B, first choose one of them, say A. To see pipeline B, choose from the deal pipeline drop down again.

You can view the information about multiple pipelines and compare their progress, revenue, and other metrics on a single report.

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