Available with the following plans: Basic, Professional, and Business.
In this article, we cover how to effectively use the Pipeline Board View to manage your Pipeline Records in Copper.
Using the Board View, allows you to view your Pipeline by stage, which provides a visual representation of where your Pipeline Records are in your Pipeline journey.
Looking to create your first pipeline? Click here to for setting up a Pipeline
How to access Board View
Board View is the default view in Copper Pipelines, but if you're in the List View, you can navigate to Board View by selecting "Board View" in the List View toolbar.
Overview of Board View
We've added the ability to quickly access saved filters, navigate between Pipelines, access tools, and open any pipeline record with a single click.
View Pipeline Record details by clicking onto the card.
Create a new Opportunity by selecting "Add Opportunity" in the upper right.
View and navigate between Pipelines using the dropdown in the upper left.
Access and create saved filters in the left panel.
Drag and drop an opportunity to update stage or status.
Use the Toolbar to access: Pipeline Reports, Flags, Configure Columns & Fields, Sort and Filter, Search and more.
The Toolbar provides access to a variety of powerful features, here is a dedicated article and video covering each feature in the Toolbar:
Looking for more?
Click Here to view our Product Pulse where we walk through in detail all of the features included in Pipeline Board Views.