Learn how to add Pipeline Types to your Pipelines to organize and narrow your dashboard.
What are Pipeline Types?
Pipeline Types are labels that can be added to any of your Pipelines to designate the purpose of the Pipeline. You are able to filter by Pipeline Type on your dashboard to view just those Pipelines or select Pipelines by type on the Reporting dashboard to report activities for certain teams, projects or efforts.
What's in this article?
1. How to add a Type to a Pipeline
2. How to filter your dashboard by Type
How do I add a Type to a Pipeline?
1. With a Pipeline open click on the name of the Pipeline in the upper left corner.
2. Using the Pipeline Type field let's enter a pipeline type. In this example, our Pipeline is being used to house potential referral partners in Charlotte so we will add a type of "Real Estate" and click "Add New Type" to apply it.
Be sure to click "Update" to save your changes!
💡 Pipeline Types are unique to each team member on an account and are not shared across team members. This allows each team member to organize their Dashboard in the best way for them.
Awesome! Now we have a Type applied to our Pipeline!
Filter your dashboard by Pipeline Type
1. On your Dashboard, let's click the "Pipeline Type" dropdown in the upper right corner.
2. Select a Type from the dropdown to only show those Pipelines on your dashboard.
You're all set! Your dashboard will now only show you Pipelines with that tag.