Dooly pulls in all of the Salesforce views that exist, but sometimes they're not quite what you're looking for. Making a new pipeline view in Dooly only takes a minute! Then you can share the view with specific roles, individuals, or everyone in your organization.

How to create custom pipeline views in Dooly:

  1. Use the Pipeline name dropdown 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.

  2. 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 a filter on the "Owner" and filter to "is me".

  3. 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.

  4. Drag and drop your columns in an order that makes for easy updating.

  5. Save your filter view!

  6. Now you can use Filters on columns to drill down to customize the information you want to see. Filter on anything, the field doesn't need to be visible on the pipeline.

  7. "Save filter updates".

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?

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

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