You can now easily reorder your pipelines in the Opportunities pipeline view. Simply drag and drop, or use the Actions menu to move a pipeline to an exact spot. Your changes will stay in place even after refreshing the page.
What’s New:
- Drag and drop to reorder pipelines.
- Use the “Move to position” option in the Actions menu for precise placement.
- The order persists across users and is set at the location level.
- Only admins can reorder pipelines.
Why it matters:
Previously, the pipeline order was fixed, making it hard to prioritize your most-used pipelines. Now, you have the flexibility to customize the order, improving efficiency and focus.
How it works:
Go to Opportunities → Pipelines. To reorder, drag a pipeline by its handle to your preferred position. Alternatively, click the Actions menu on a pipeline and select “Move to position” to place it exactly where you want. Your new order saves automatically.