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Sorting Pipelines

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Bytimothy A
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Overview: 

To sort pipelines, select criteria like name, date, or progress. This makes it easier to find specific pipelines and manage your workflow.

Follow these steps to sort pipelines:
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.  
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 2: Click on the Sort button drop-down. 
Step 2: Click on the Sort button drop-down.
Step 3: It will now show options to sort by Default, Most Leads, Alphabetically (A–Z or Z–A), Date (New to Old or Old to New), or by Partners or Affiliates. Click on your chosen sorting option, and your pipelines will be sorted accordingly. 
Step 3: It will now show options to sort by Default, Most Leads, Alphabetically (A–Z or Z–A), Date (New to Old or Old to New), or by Partners or Affiliates. Click on your chosen sorting option, and your pipelines will be sorted accordingly.

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