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Each user has a unique view of cards in the Deals Funnel; views aren't shared.

Community Member

August 11 at 01:18 pm

Deals Funnel, view of the cards is not shared across user. Every use has an own view of the cards

1 reply

16:15

Community Member

Aug 11, 2025 at 16:15

Hi Daniel, yep! This is by design. Each user can both customize their own view of the pipelines, and share views amongst the team.

You can create a new view via "New View", which will create a shared view, accessible to the whole team, based on your current settings.

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Each user has a unique view of cards in the Deals Funnel; views aren't shared.

Log In or Sign Up

Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Each user has a unique view of cards in the Deals Funnel; views aren't shared.

Log In or Sign Up

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