Saved Views

Why the World Would End Without Saved Views

Ok, maybe just my world…

Using Streak to Stay On Top Of Your Important Deals

Using Saved Views to Organize Yourself

Need an easy way to know exactly what needs to be worked on every morning? Want an easy way…

Group Boxes By Date Ranges

When conducting analysis on your pipeline to see how it’s been doing, it’s useful to be able to group the data by date. For instance, in sales you want to group your boxes by expected close date either by month or quarter to make sure your pipeline is healthy, or if you’re using…

Streak for Sales

Hi there, and welcome to our Streak for Sales post! We looked into how some of our customers use the platform for sales, and came…

6 Saved Views to use in 2016

If we may be so bold, allow us to suggest a New Year’s resolution: Stop clicking on your pipelines! (… and start using Saved Views)

As a pipeline-centric product, we’re not saying stop using your pipelines. But, if you’re not employing Saved Views to…