1. Navigate to "Pipeline"

2. Configure a view to share with your team.

Example: Pipeline Review Kanban


Scratchpad Views Overview

Creating New Pipeline Views

Customize Your Kanban View

Tip: Views set to "My Opportunities" in the filters menu, will default to the opportunties owned by the Scratchpad user once shared. Use this to create generic views that update dynamically when distributed to individual users.

3. Click "Share"

4. Set the view to Organizational

5. Let your team know the view is now available to inherit from the Shared Views menu of the appropriate object tab (Accounts, Opportunities, Contacts, etc.) in Pipeline.

For more info on how manager's leverage Scratchpad please schedule a session with a Workflow Specialist.

Did this answer your question?