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Sort your Pipeline

Arrange deals in your pipeline in a way that that work best for you.

Written by George Hampton

You can sort your pipeline so the most relevant deals are at the top of your page

Use the following options to arrange your pipeline:

  1. Name - Sorts your pipeline in alphabetical order by A-Z or Z-A

  2. Value - Sorts High to Low or Low to High

  3. Phase Days - Sort by the number of days deals have spent in the current phase

  4. Total Days - Sort by the total number of days spent in your pipeline

  5. Score - Sort by the lead score that gets added to each deal

*Note you can sort from High to Low or Low to High by clicking the same option twice

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