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 ?
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.
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.