Pipeline View

Pipeline View
Marsha Lewis
VP of Marketing at DealRoom

Pipeline View

Try out different ways to configure your pipeline with this tutorial. Learn how to customize your pipeline view with the default and custom views of the pipeline that can be found at the top of the navigation bar. The default views are board, table, and timeline, allowing users to choose which fields to be shown on their pipeline. Understand the benefits of different views to run and export reports.Â