Managing your pipeline becomes easier and more collaborative when your team has access to tailored views. In this article, we’ll show you how to create filtered pipeline views for team members, customize what information is displayed, and stay aligned with tasks and updates.
✅ Step-by-Step: Build a Custom Pipeline View
1. Go to Your Pipeline
Start by navigating to your Pipeline in Copper.
2. Create a New Filter
Click Create Filter to build a view based on specific criteria.
3. Filter by “Owned By” and “Status”
Set filters for:
Owned By = Select a user
Status = Open
This creates a view of all open opportunities assigned to a specific team member.
4. Switch to List View & Adjust Columns
For a more detailed layout, toggle to List View and configure the columns.
Your column preferences will be saved with the filter.
5. Customize Card Fields in Pipeline View
In Pipeline View, click Configure → Card Fields to choose which data points appear on each opportunity card.
6. Save Your Filter
Once your view is set up, click Save Filter.
7. Make It Public
We recommend saving the filter as Public to ensure teammates and managers can easily access and collaborate using the same view.
💡 Bonus Tips to Level Up Your Pipeline Management
Stay on Top of Opportunities with Tasks
Add tasks to opportunities to track follow-ups, set reminders, and keep deals moving.
Use the Activity Feed for Collaboration
Capture key updates in the Activity Feed, tag teammates in comments, and log notes to keep everyone in sync.
Create Additional Filters
Build more filters for different use cases — for example:
📅 “Close Date = This Month” to monitor deals expected to close soon and ensure timely updates.
🎯 Final Thought
Custom pipeline filters in Copper help your team stay aligned, proactive, and organized. Whether you're managing your own deals or supporting teammates, building the right views will keep your pipeline crystal clear.