Scratchpad

Learn all about the different types of Pipeline Views

Scratchpad Pipeline Views

Have questions around Pipeline in Scratchpad? We've got you covered!

Tips and FAQs for working with the Scratchpad views for your pipeline

Adjusting the filtering in a Pipeline View will allow you to surface any Salesforce record, even if you are not the owner.

Learn how to Create and Duplicate Views in Scratchpad

Prepare your views in Scratchpad to be shared with others in your org!

Take a view that has been shared with you and make it you own!

In just a couple clicks, you an either bulk update or export your view as a CSV!

Do you use RingCentral, SalesLoft, Outreach, or Microsoft Teams? Click-to-Dial Directly from Scratchpad Gridviews!

Get rid of the noise, and focus on what's important. Create pipeline views for opportunities closing this quarter.

Identify any inconsistencies in your deals!

Ensure your MEDDPICC fields stay up to date with Highlights in your Pipeline View.

Use cross-object filtering to identify prior closed lost opportunities you can prospect into!

Let's create a view that lets you see how you're tracking against your quota!

Find answers and get help from Intercom Support and Community Experts