In Dooly Boards, 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. 

Any List View you create will be available in Dooly for you to Edit, and add more filters to. You can go back to your view anytime and make changes to the filter sets.

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

In Salesforce Classic

  • Go to your Opportunities tab from Home 
  • Choose 'Create new View'
  • Follow the steps to create a new list view. Step 1 (Enter a View Name)
  • Step 2 - set filter requirements. We recommend choosing 'All Opportunities' and adding filters on stage, close date, Opportunity type, Owner, etc. 
  • Step 3 - Select fields to display  
    This sets the field columns for your Board to start with. You can always further customize this in Dooly. 
  • Step 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'
  • Click Save and head back to Dooly to update in Boards

In Salesforce Lightning 

  • Go to the Opportunities tab from Home
  • Click the gear on the top right > and choose 'New' under List View Controls

Step 1 - Choose a List Name & 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'

Step 2 - set Filtering requirements

  • Choose 'Add Filter' and from there filter on specific field values such as Stage, Close Date, Opportunity type, Owner, etc. 
  • Click Save and head to Dooly to edit your list in Boards.

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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