If your product has multiple pipelines, set the pipeline that is most relevant to you and used by you regularly.
How to set a preferred pipeline as a user?
To set up a preferred pipeline as a user,
Log in to the account.
Click the Profile icon > Settings
Go to the Other Settings tab on the personal settings page. From the Pipeline drop-down, choose your preferred pipeline.
The selected pipeline will appear as the default view in the deals tab.
How to set a preferred pipeline as an admin?
To set up a preferred pipeline as an admin,
Log in as an Admin.
Go to Admin Settings > Users.
Choose the preferred pipeline of that specific user from the My pipeline dropdown.
Note: Users can change their preferred pipeline. The preferred pipeline appears by default in the deals funnel view page. To view a different pipeline from the List view: Filter by the deal pipeline field that you want to view. Funnel view: Choose from the deal pipeline filter. Click here to know the difference between the list and funnel views.
What is the impact of choosing a preferred pipeline?
The new deals created get added to the user-preferred pipeline.
You can change the pipeline from the Deal Pipeline drop-down if needed.
2. Deal Kanban view:
This view by default, shows the user preferred pipeline.
3. Filters: By default, the deal pipeline field under filters is pre-filled with the user-preferred pipeline.
4. Default views:
All default views are based on the user-preferred pipeline.
Can I view multiple pipelines at the same time?
You can choose to juggle between multiple pipelines, but you cannot view more than one at a given instance. For example, If you have to work with pipelines A and B, first choose one of them, say A. To see pipeline B, choose from the deal pipeline drop-down again.
You can view the information about multiple pipelines and compare their progress, revenue, and other metrics on a single report.