Create a starred list

Starred lists keep you up-to-date on critical information. You can use a starred list to keep you aware of deals falling through the cracks, new leads entering the pipeline, or customers with an annual milestone approaching. One of PipelineDeals’ most popular features, starred lists, are useful for just about any user.

To create a starred list, first, you must have a list. Let’s say, for example, that you want to make sure that deals on the verge of closing actually make it over the finish line. A great list to create is one of all deals that are in an advanced stage -- like "Negotiation" -- and have no scheduled tasks.

starredlists1.gif

These are deals that are good to keep an eye on. By making this a starred list, you will increase the exposure of this information. To apply the star, click here:

starredlists2.jpg

Information about this list will now appear in a couple new locations:

  • the Home tab
  • your Morning Coffee Report, our daily email digest.

You can come back to this list easily just by clicking on the record number:

starredlists3.gif

Use these special lists to stay more organized and plug those holes in your pipeline.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.