Keeping track of your sales pipeline can sometimes feel overwhelming, especially when you have many opportunities moving through different stages. Good news: you can now adjust your view so it’s cleaner and easier to manage, helping you concentrate on the most important deals.

📌 Why This Matters

Sales pipelines often get cluttered with many stages, which can make it hard to focus on what really counts. Being able to collapse and resize stages means you can organize your view to highlight priority opportunities without the distraction of less urgent ones. Plus, everyone can set up their workspace just how they like it without affecting others.

✨ What’s New

• Collapse and expand stages: Hide or show different pipeline stages with a simple click, so you only see what you want.
• Resize columns: Adjust the width of each stage to make key stages larger and easier to manage.
• Personal layout preferences saved: Your custom setup is remembered just for you, so you don’t have to readjust every time.

🛠️ How to Use It

1. Go to your Opportunities section and open the Kanban view.
2. Click the icons on a stage header to collapse or expand that stage. This lets you hide stages you don’t want to see at the moment.
3. Drag the edges between columns left or right to resize the stages. Make important stages wider for better visibility.
4. Double-click a column divider to reset it back to the default size.

💡 Pro Tip

Customize your sales pipeline view regularly to focus on the stages that matter most, helping you prioritize deals that can boost your revenue.