As a Sales or RevOps manager, are you struggling to ensure adherence to the sales process? Or are you a representative who has difficulty staying organized and remembering to copy and paste everything into Salesforce? Imagine managing your opportunities more easily, keeping your data clean, and closing deals faster.
Good news! Scratchpad can make this happen!
With Pipeline Views, you can easily customize your views by selecting fields and filters, effortlessly tracking your opportunities, accounts, and deals. You can also add spotlights to high priority deals and share your favorite views them with your team members. Learn more on customizing your Pipeline View here.
Types of Pipeline Views
Grid View
An in-line editable view to make managing your pipeline a breeze. Add Filters, Fields, or Deal Spotlights to customize the view to your liking or surface the data that's most relevant to you.
Pro-Tip
Pro-Tip
Build a View for This Quarter's Opportunities, Accounts in your territory for prospecting, or Contacts and Leads you are nurturing. The possibilities are endless!
Kanban View
A high-level view to manage your pipeline in a board layout. See how you or your team are doing in a quick glance.
Creating Pipeline Views
Create a New View from Scratch
Navigate to Pipeline on your Scratchpad homepage
Open the sidebar by clicking on the menu icon in the upper-left of your view
Click the + sign to the right of My Views or click "+ New" towards the bottom
Choose between creating a Grid or Kanban view
Duplicating an Existing View
Select an existing view, click the "...", and then Duplicate view
Adding Objects to your Pipeline
Navigate to Pipeline on your Scratchpad homepage
Click the + sign to the right of your current objects
Checkmark the object you'd like to add to your Pipeline, or uncheck to remove
FAQ
Can I delete all views for an object?
Can I delete all views for an object?
You cannot delete the last/only view for any object. You can simply hide the view by removing the object.