Need dedicated pipeline views in Deal Central for each team or team member? You can do just that by creating as many Deal Boards as you need to.
So you can set columns, change sort order, stack filters (Deal Views) and enable flexible alerts — all without disturbing the default company Deal Board.
Create a new Deal Board
Creating and customizing your new Deal Board is easy! Here's how:
In Deal Central, click on the Deal Boards dropdown
Click on the Create Deal Board button
In the General tab, give your Deal Board a title
Specify Admin(s) — they can edit your Deal Board
Specify Viewer(s) — they can view but not edit your Deal Board
In the Columns tab, click on the Select Field dropdown next to Add Column
Select the column fields you want to add to your Deal Board
Drag and drop to reorder columns as you like
Note: Add as many Deal Views in your new Deal Board — for at-risk opportunities, closed won, closed lost, etc. — as you need. Learn more.