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
Go to Pipeline
Select the dropdown next to the pipeline view name, and select Add a view view
Apply filters to drill down on the info you want to see
For example: owner, close date, next steps, stage, amount, etc.
Adjust the fields (columns) that you want to see listed across the top of your pipeline view
Pro tip: Choose fields based on what you need to update at that journey stage
Drag and drop your columns in an order for easy updating
Once you're done, select Save to save your pipeline view
Select the Star icon to favorite your pipeline view
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.