Copyright 2023. Intercom Inc. Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.Copyright 2023. Intercom Inc. Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.
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Pipeline Management
Customizing and Creating Views
Customizing and Creating Views
5 articles
Customize your Pipeline ViewFields, Filters, Spotlights, oh my!
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.
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