- Display Density- There are three Display density options to choose from. One is Default Card View, Extended Card View and Compact Card View.
- Filter– You can set filters, to view your deal cards based on those filters. In Pipelines , you can view your deal cards based on the following filters- (deal) status, assignee, label, category, deal health, due date, created date, task due date, account type, won/lost date, and last activity date.
- Add Deal– You can add a deal card to the selected Pipeline by clicking on the add icon.
- Refresh– Click on refresh to view the updated deal cards.
Pipeline Filters and views
Looking for more information or want to try one of our paid plans?