Hello!
I am trying to find a way to ‘hold’ the pipeline in CRM views. For instance, we have two Sales Pipelines. I’m trying to keep a view to show ‘All pipelines’ because it is a view that shows all incoming sales regardless of pipeline. However, it keeps switching back to one of the pipelines.
Any thoughts on this? Normally you’d figure this would be a static quick filter you can adjust. Or at least not be there and set as an advanced filter. Kinda annoying when people are suggesting that things aren’t in the system because they don’t realize they are in the wrong pipeline.
