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Pipeline Table View

View your pipeline in a table

Josh Chua avatar
Written by Josh Chua
Updated over 3 years ago

The Pipeline Table view lets you view your pipelines in a customizable table format. You can filter opportunities and choose what data you'd like to display.

Enabling the table view

You can switch between the "Board" and "Table" views using the toggle on the top right of the Pipeline page.

Customizing the table

You can filter opportunities and change which columns to display.

To filter opportunities, click on the "Add a filter" button, select the field you'd like to filter and choose values you'd like to keep.

To change the displayed columns, click on the column icon on the top right of the table and select the fields you would like to display.

If you'd like to save these changes, create or update a View. This will save your current column selection a Pipeline View.

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