In People, when filtering data, is it possible to include the pipeline the current customer sits in?
In People, when filtering data, is it possible to include the pipeline the current customer sits in?
Hi
Thanks - i’ve upvoted. Would it be possible to produce a bespoke report with this information?
Awesome, thanks
To create this exact table, go to the Reports section of Copper (it’s the pie chart icon in the sidebar), under Insights Builder. That box on the left side of the screenshot is the data picker. Find “Person Name” and drag it into the “Rows” area. Then do that same for Opp Pipeline and Opp Stage.
You’ll need to give the table a name and Save it, and then insert it into a Dashboard.
If this is your first time using reports, I recommend you check out this video.
I can also show you how to do it if you join one of my Thursday office hours sessions sometime.
Let me know if that helps :)
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