How To Create Multiple Pipeline Views?

In UPilot CRM, you have the flexibility to create your own views in the pipeline section with the filters that you want. Your custom pipeline view acts as a quick way to save your filters and quickly get to the information you are looking for on a regular basis. You also have the option to select your default custom view if you prefer to see only specific information every time you log in. 

Creating a Custom View

You can create your custom view in the following manner:

1. Go to the ‘Pipeline’ section
   
2. Click on ‘Show filters‘ icon on the right side of the screen
   
3. Select the required filters
   For example, here we have selected the Category: Branding
    
4. Click on the ‘Save Icon’ at the top of the filters section
   
   
5. Enter how you want your view to be named
   For example, here we have chosen to name our view: Branding Deals
6. [Optional] You can also save this view as default by checking the checkbox ‘Make this my default view’
7. Click ‘Save view’

Accessing a saved view

Changing the default view

You can mark any view as default, and this will be the view that loads when you login to your account. To mark a view as default:

1. Go to the ‘Pipeline Section‘
2. Click on ‘Show filters‘ icon on the right side of the screen to open the filter list
3. Click on the ‘down arrow‘ to see the list of saved views
4. Click on the edit icon that appears when you hover over the view name
5. In the edit popup, check ‘Make this my default view‘
6. Click ‘Save‘