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Status Already exists
Categories CRM App
Created by Guest
Created on Mar 17, 2022

Problems, Service, add pipeline view

We have two company pipelines under Problems service, workshop job and support. Is it possible to add links under Problems Service to display only those items from the selected pipeline ?

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    Andrew Ardron
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    Mar 21, 2022

    You can apply filters to any report in the CRM. And, for sure, you can filter a list of problems to just one or two pipelines. You could filter the standard search report (and save those filters) or you may want to create a new report and pin that to your report favourites.

    take a look at this article on filtering: https://docs.prospect365.com/en/articles/4103422-filtering-your-data

    or if you need more specific help just use the in-app chat.