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.