PipelineDeals Help Center
Starred lists are a powerful way to enhance the function of saving lists in PipelineDeals. Saved lists allow users to create workflows and reports to quickly access later, and starring a saved list adds additional functionality to help you keep a close eye on the data that’s important to you. Admins have the additional capability to set shared saved lists as starred lists to ensure your team members focus in on critical data.
Many of our customers have used saved lists to review total returned data to understand how to organize their day or determine if they need to take action. For example, a Sales Manager might create a saved list in the Deals tab to show any active deals with an expected close date in the past. In this example, the purpose is to maintain data integrity and the expectation is that the list returns no results. As another example, a sale reps might have three lists, each representing a different type of call they need to make that day. Quickly referencing those lists allows them know what their total workload is for the day. In both cases, the users want to first understand the total results in those saved lists before deciding where to prioritize their actions.
Starred lists provide a quicker way to review this at-a-glance information without having to load multiple list views. Users can “Star” any list they have saved and have the list name and total number of returned results display on their home page. Rather than taking the time to load multiple lists, you can now see quick results when you first log in to meet your needs. If you need more detail, you can easily click to the name of the list view you wish to see to load that list view and get working!
Starring a list is quick and simple. First, be sure to save your list view and give it a name that describes the list clearly. Then, click the ✩ button to the left of the list name. Please note that only list views for People, Companies, Deals, Agenda, and Activity Report items can be starred.
As with all other saved list views, starred lists can also be shared with your team. When sharing a list, admins now have the option to have that list starred for the user you are sharing with, which you can see from the "Manage sharing" option. This is a great tool for onboarding new sales reps or for bringing consistency to your sales process across your team.
The possibilities for using starred lists as quick references are near limitless, but here are a few ideas to inspire you…
- Deals closed yesterday
- Leads who haven’t been touched in over 20 days
- Deals waiting on signed contracts
- Closing calls due today
- Deals with no product associated to them