When an administrator creates a custom pipeline view for the entire company, it does not automatically appear in each employee’s interface. Each user must manually add it to their own workspace.
Steps to Add the Company View
Access the Pipeline
Log in to your account and navigate to the Pipeline tab.
Add a View
Click the + Add View button (usually located next to the existing view tabs such as “All Jobs”).
Select the Shared View
In the options that appear, create the view name and select the visibility setting for the company.
Save the Configuration
Once the view has been added, it will permanently appear in your pipeline.
Tips for Optimal Pipeline Management
Limit the Number of Columns
The goal is to create multiple custom views so that each team member can tailor the interface to their own operational priorities.
Use Filters
Since default statuses cannot be removed, use the Filters menu to hide unnecessary columns (active columns appear in blue).
Create Multiple Views
You can create and save several distinct views based on your needs (for example, one view for Sales and another for Production).