Get Started
Skip to main content
< All Topics
Print

Changing and Understanding Views (Horizontal, Grid, and List) in the Pipeline Stage Section

Posted
Updated
Bytimothy A
Views9
Overview: 
The Pipeline Stage Views feature lets you switch between Horizontal, Grid, and List views to see your pipeline stages in different layouts. Horizontal view shows a streamlined stage flow, Grid view offers a visual card layout, and List view provides detailed information for each item, helping you manage stages efficiently.

Follow these steps to change and understand views (Horizontal, Grid, and List) in the Pipeline Stage section:

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section. Click on Pipelines
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section. Click on Pipelines
Step 2: Click on a pipeline to open it and view more information about the pipeline and its stages. 
Step 2: Click on a pipeline to open it and view more information about the pipeline and its stages.
Step 3: Click the Icons on the upper right corner to change the views. 
Step 3: Click the Icons on the upper right corner to change the views.
Step 4: The first icon is the Horizontal View. As the name implies, the information is displayed horizontally—from the stages on the left to the stage information on the right. You can perform bulk actions in this view. 
Step 4: The first icon is the Horizontal View. As the name implies, the information is displayed horizontally—from the stages on the left to the stage information on the right. You can perform bulk actions in this view.
Step 5: The second icon is the Card View. In this view, as the name implies, contact information is displayed as cards within the stages of a pipeline. This view is useful for seeing an overview of all contacts in each stage. Bulk actions cannot be performed in this view. 
Step 5: The second icon is the Card View. In this view, as the name implies, contact information is displayed as cards within the stages of a pipeline. This view is useful for seeing an overview of all contacts in each stage. Bulk actions cannot be performed in this view.
Step 6: The third icon is the List View. In this view, the stages are displayed on the left side, and the contact information is shown in a tabular format. You can perform bulk actions in this view, and it is the only view where you can edit the density or spacing of the rows. 
Step 6: The third icon is the List View. In this view, the stages are displayed on the left side, and the contact information is shown in a tabular format. You can perform bulk actions in this view, and it is the only view where you can edit the density or spacing of the rows.

No related posts.

Table of Contents
Scroll to Top

Software Login

app.deposyt.com

Login

Merchant Login

deposytdashboard.com

Login