10
Create more than 1 pipeline view
- Live
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C |
LW- Admin |
As a user, I want to create different pipeline views & save any filters selected for quick access in the future. This helps me with reporting and accessing important data for various reasons like sales metrics, closed loan volume, processing turn around, loan servicing metrics, etc....
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LW- Admin
Status changed to: Live
Beth Johnson - Flynn Investment Group LLC
YESSSS! We need this very much!
Aaron Kraut - BrrrrLoans
Agree 100%.
Most of my LOs want to save a default pipeline view that excludes dead deals, but includes the rest.
I would also like to be able to organize the order of the fields as they appear in the pipeline. E.g., drag "loan #" over to the far left so it is one of the first fields I see. The same can be said for "desired closing date" or "target closing date".
LW- Admin
Status changed to: Open for voting