Create a custom pipeline view in Dooly to know where to focus your time and energy so you can close more deals.

  • Use filters to slice and dice your pipeline

  • Use adjust fields to customize the fields you see on your pipeline to what matters most

  • Save your pipeline for easy reference later on

  • Share your pipeline view with your manager for your next pipeline review

How to create a custom pipeline view

  1. Go to Pipeline

  2. Select the dropdown next to the pipeline view name, and select Add a view view

  3. Apply filters to drill down on the info you want to see

    1. For example: owner, close date, next steps, stage, amount, etc.

  4. Adjust the fields (columns) that you want to see listed across the top of your pipeline view

    1. Pro tip: Choose fields based on what you need to update at that journey stage

    2. Drag and drop your columns in an order for easy updating

  5. Once you're done, select Save to save your pipeline view

  6. Select the Star icon to favorite your pipeline view

  7. Select Share to share your view with your team

Ideas to get started with custom pipeline views

  • For Account Executives: Live opps, closing this month and quarter, close date past, next steps, overdue next steps.

  • For BDRs and TOFU reps: outbound sourced opps, inbound sourced opps, closed/won last quarter, overdue next steps, first meeting not held.

  • For Customer Success: account reviews this week, renewals this quarter, at risk, overdue next steps, new customers.

  • For Managers and Team Leads: read this article.

Explore more tips for updating and managing your Salesforce pipeline faster with Dooly.

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