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Pipeline Management
Create and customize pipeline views to easily manage opportunities, accounts, and more
13 articles
Scratchpad Pipeline ViewsLearn about, create, and duplicate Pipeline Views
Sharing Scratchpad ViewsLearn the different ways you can share Scratchpad Pipeline Views - Link, Role-Based, Org-Wide, and Externally
Customize your Pipeline ViewLearn about the different ways to customize your views - fields, filters, highlights, grouping, and more!
Creating a Pipeline View When you are Not the Record OwnerAdjusting the filtering in a Pipeline View will allow you to surface any Salesforce record, even if you are not the owner.
Avoid Error Messages by Adding Required FieldsAdd required fields to your pipeline view, overview tile, and/or custom tile.
Advanced Change SpotlightingEasily identify what has changed, better understand how deals have progressed, and more effectively coach your reps on their deals
Use a Pipeline View of Events to Maintain Meeting VisibilityRest assured that your meetings are accurately recorded and pre/post tasks are complete.
Making Shared and SFDC Views Your OwnTake a view that has been shared with you and make it you own!
Bulk Update and Export ViewsLearn how to use Scratchpad to bulk update records or export them as a CSV
Using Scratchpad with DialersDo you use a dialer? Click-to-Dial directly from Scratchpad Gridviews!
Audit Trail - Tracking UpdatesLearn how to track change history in Scratchpad in the Pipeline and Expanded View
Using your Custom ObjectsOne more step towards making your workspace personal with the addition of a Custom Object!
Scratchpad Zero BoardsTake action on non-compliant deals to maintain data hygiene