Pipeline Views

Pipeline views support selecting a "changes since" date which highlights records that have been edited, are new within the date range, or records that no longer fit the view's criteria.

Insights can be generated from the view to summarize the most important changes, and the entire view can be exported if you wish to dig into specifics

Access Pipeline Views

1. Open the left navigation and click Pipeline.

2. Click on the name of the view you wish to view.

Not seeing any views? Learn more about creating a view here.

How do I know a record has changed?

If a record within the view has changed, it will feature the word "modified" in the "Status" column and an icon with a pencil.

If a field in a record has been edited, the background of that field will be blue and there will be a supporting tool tip that when hovered over will show the previous and current value.

Clicking on a modified cell will open the change history, as available, for the modifications.

How will I know a record is new?

If a record in new to the view, it will feature the word "added" in the "Status" column and an icon with a plus sign.

A record could be new due to it's recent creation, it now fitting the logic filters of the view, or being moved into the date range that's being viewed, ex. potential Close Date was moved into this month and now fits the view's date range.

How will I know a record has been removed?

If a record has been removed from the view, it will feature the word "removed" in the "Status" column and an icon with an x.

A record could be removed due to it no longer fitting the logic filters of the view or being moved outside of the date range that's being viewed, ex. potential Close Date was moved into next month and no longer fits the view's date range.

How do I generate insights?

Don't want to explore the view for changes? Generate insights and have the notable edits and changes surfaced to you.

Click the Insights button to view insights for the view.

Clicking on any of the blue text within the insights panel will pull up the exact record(s) being referenced in the insight for easy access.

Want even more detailed insights?

Click on the gear icon, , within the insights panel and input any of the additional insights fields which will help provide even richer insights. Click apply to view your enriched insights.

Example of Insights Settings

How do I export the view?

Click Export and select how you wish to have the data formatted: CSV or Excel.