PipelineDeals Help Center
Contact Browse in PipelineDeals
Browsing for People, Company & Deal records in PipelineDeals may look a bit different than Batchbook but it should feel pretty familiar with its spreadsheet style. Filter/sort options your accustomed to seeing on the right side of the of the page will now be tied into the header row. Just click the field's name in the header row to display those options.
The browse page is also highly customizable, offering you the ability to show only the relevant details you want to be displayed while you browse. You can add and remove any columns of data, as well as use those columns for quick filtering, sorting and list creation. Just like Batchbook, there is a quick reset option at the top if the filtering gets away from you!
We've outlined just the basics below, but for more in-depth knowledge on creating filtered lists, please visit our Knowledge Base for more videos and articles!
Create saved list views in your PipelineDeals account for dynamic reporting on all of your records. Lists are filtered, sorted and organized based on system default and custom data fields. Lists can be created on the Company, Deals, People, Agenda, and Activity levels. Share lists with your teammates for more collaboration.
The best lists are well organized and report only on the relevant data for maximum efficiency and clarity. Add only essential columns while removing unessential ones, apply specific filters and sort the records so the data is easily read and understood. Removing columns only hides the data pertinent to the list's purpose, the action does not remove data from your account. Arrange the columns however you prefer by clicking and dragging by the header and dropping it in place.
Filtering and sorting are used to generate lists of records based on the specific parameters. Apply filters to nearly any data field by clicking on the column header. When an adjustment is made to a list view you will be asked to Save changes, Save as new list or reset. Saved lists will automatically update as changes are made to the records that fit within the filtered parameters for dynamic reporting. Sorting lists by date can be
Lookup records with a specific string of text anywhere in the word by placing a % before the search term in the search bar: %monkey will pull any records with the word 'monkey' in the data under the search-filtered column.
Saved lists are located in the dropdown in the upper left corner. Set as a Default list so whenever you return to that tab that list will be the first one you see. Star your list for quick reference from your Morning Coffee report or Home tab. Share your list to collaborate with your team. Shared lists are managed by the list creator and will only show records based on the user's visibility.
Report on your data by generating organized lists within specific parameters. Input data into any field box by just clicking on the box you wish to add/edit. Export your list to Excel or Google Sheets for more robust reporting. Any visible column in a list view will be exported/printed so be sure only the valuable data fields are displayed.