Dooly pulls in all of the Salesforce views that exist. Sometimes they're not quite what you're looking for. It only takes a minute to build a new view in Dooly! Then you can share the view with specific roles, individuals or everyone in your organization.
How to create a new view:
Use the Pipeline name drop down to select the view you want to duplicate
(eg: Everything or My Opportunities).
Pro tip: start with a view that contains more than what you want to see. A view that's already heavily filtered may not include your full opportunity or account list.
Then select duplicate this view and name the view.
Pro tip: use a number in your title based on priority. "1. Ellie - overdue next steps".
Seeing more than your records? Add fields to select "Owner" and filter to "IS ME".
Add fields and filter down (eg: close date, next steps, stage, amount etc).
Pro tip: Choose fields based on what you need to update at that journey stage.
Drag and drop your columns in an order that makes for easy updating.
Save your filter view!
Use Filters on columns to drill down to the information you want to see.
Filter on anything, the column doesn't need to be on the board.
"Save filter updates".
The 'red dot' on the drop down means you have unsaved filter changes.
Don't worry: the configuration changes you make do NOT change the configuration in Salesforce. Only the field information is updated.
Star your favorite! Then you can easily get back to your pipeline from anywhere in Dooly.
Ready to share your view now?