Lessons

Saved views: filter and segment your pipelines

This lesson will be available soon ;)

Saved views let you start with a pipeline full of boxes and filter it down to see only the ones you want to work on at any given time. In other words - they let you create filters and segments within your pipelines.

In this overview lesson, we’ll show you how and why they’re such a crucial part of our workflow - from prioritizing our work to organizing our pipelines.

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