Pipeline & forecasting — found from sitemap — Less Annoying CRM

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Facts read from this source

• Pipeline report board layout Report an error

  “The board layout will include a column for each active status in your pipeline, with a card for each pipeline item.”

• Pipeline report totals by status Report an error

  “If you have a number or currency field, the CRM will calculate a total by status. That will appear to the right of each status column.”

• Pipeline report value field selection Report an error

  “Select a different option by clicking “Display” in the upper right and choosing “Value field.””

• Pipeline report drag cards Report an error

  “Click and drag each card to move them from one status to another. Closed statuses will appear along the bottom of the screen.”

• Pipeline report list layout Report an error

  “The list layout will show pipeline items in order by status, with the first status at the top.”

• Pipeline report status dropdown edit Report an error

  “Select an individual pipeline item, update the status dropdown, and save it to move from one status to another.”

• Pipeline report filtering Report an error

  “Use the “Filter” and “Sort” options in the upper right to narrow down the pipeline items you see, or order them based on a specific value.”

• Pipeline report filter by custom field Report an error

  “Select “Add a filter” under “Filter” to view only items with a certain value in a selected field.”

• Pipeline report saved views Report an error

  “Regularly add filters and want to save them for easier access next time? Learn how to save a view here.”

• Free customer service Report an error

  “Less Annoying has the highest-rated customer service in the industry, and it's always free.”