In Dooly, you can easily update your pipeline via a list. While Salesforce has standard lists for all users (like "My Opportunities" or "All Opportunities") you can also create custom views.

To create a custom list, you can create those in Salesforce to use in Dooly. 

Pro Tip: Any list view you create in Salesforce will be available in Dooly for you to edit and add more filters to.

Once you create your list view, you can edit in pipeline. Learn more here.

In Salesforce Classic

  1. From Home, go to the object tab that you want to create a view for (Accounts, Opportunities, Contacts, Leads).

  2. Click on Create New View.

  3. Follow the steps to create a new list view.

    1. Enter a View Name.

    2. Specify filter criteria. We recommend choosing 'All Opportunities' and adding filters on stage, close date, Opportunity type, Owner, etc. 

    3. Select fields to display. This sets the field columns for your pipeline to start with. You can always further customize this in Dooly.

    4. Set visibility permissions. If this is a personal view, choose 'visible only to me', and if it's for a team choose either 'visible to all users' or 'visible to certain groups of users'.

  4. Click Save and head back to Dooly to update in pipeline.

In Salesforce Lightning 

  1. From Home, go to the object tab that you want to create a view for (Accounts, Opportunities, Contacts, Leads).

  2. Click the gear icon in the top right and select New under List View Controls.

    1. Enter a List Name and Set visibility permissions. If this is a personal view, choose 'visible only to me', and if it's for a team choose either 'visible to all users' or 'visible to certain groups of users'.

    2. Set Filtering requirements. Choose 'Add Filter' and from there filter on specific field values such as Stage, Close Date, Opportunity type, Owner, etc. 

  3. Click Save and head to Dooly to edit your list in pipeline.

If you don't see your list, pop us a note so we can break your cache - then it will show right away!

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