How I can see/sort the names of the people in the closing pipeline? (I have only the option to see/sort the name of the organization)?
1 reply
Hi Francisco, to sort by name in the closing pipeline overview, simply click on the column header that says "Name". This will sort the data by that column. To clarify, I have just checked your closing pipeline and I could see both people and organizations in there. Anyway if you like we could jump on a zoom call together tomorrow, here is my calendly: https://calendly.com/rjn-1/30min
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