Our grid view makes it easy for you to quickly update your pipeline. The grouping setting makes it easier to visualize and have conversations about your pipeline.

Some of the most common use cases include grouping by stage or opportunity owner. It's an easy way to visually differentiate your pipeline.

To group your pipeline:

  1. Open the record type

  2. Check your filters

  3. Click on Group

  4. Select what you want to group

Change your mind on the grouping?

Select Group by {name} and chose to remove the group.

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