feature
December 2, 2021

Pipeline Board View

Pipeline users can view their deals in a "board" format. This is in addition to the list, table, and timeline views. The board view will be the default setting, but to change simple hit "all views" and select your desired pipeline view.

Select View Type
Select View Type

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The board is a kanban board-like view and displays each of your deals in the appropriate phase column.

Pipeline Board View
Pipeline Board View

You can also change the view by selecting "view options".

View Options
View Options

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