This article will help on how to filter down your pipeline to create a SavedView. Select how to visualize your SavedViewresults. The options shown below are your key to creating Custom Charts from the Pipeline, which you can find by selecting Pipeline Visualization from the More menu: Begin customizing your chart.
In this video, we'll use the savedvieweditor to: See projected revenue each month in the quarter Filter for custom date ranges Visualize your data with charts and graphs 0:39 open the saved ...
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A savedviewwill let you filter, sort and group your pipelines. Theseviewsare saved and shared amongst your team. For example, you might want to create aviewforall stale leads that are still in the prospecting stage grouped by who those leads are assigned to.
A full pipeline usually means you're doing something right, but it can quickly become overwhelming. Savedviewslet you filter and segment a pipeline full of boxes to see which opportunities need your attention the most. In this video, we'll show you step-by-step how to create savedviews. You'll learn how to: Filter, sort, and group your boxes into segments Create a savedviewto ...
