How to Monitor Pipeline with a List View in Salesforce

Daniel Gonzalez |
 Pardot |
 Apr 26, 2021

How to Monitor Pipeline with a List View in Salesforce

 
In this video, we’re going to be looking at how to monitor the pipeline with the list view. This is going to be useful for sales managers or sales directors who need to review the pipeline individually or collectively for a team. This is a quick way to do it where you don’t have to jump into a dashboard or report and you can quickly pop open a list view aggregate some data.

For more educational videos be sure to subscribe to our Youtube channel. or subscribe to our blog to receive weekly updates on the Salesforce topics you want to hear about. If you still need assistance with your Salesforce org, feel free to reach out to us. We can provide a free consultation or discuss our Salesforce implementation and consultation services.

 

Related Articles

Salesforce Marketing Cloud, A Detailed Overview

Salesforce Marketing Cloud, A Detailed Overview

Introduction As businesses look for ways to broaden their brand visibility and enhance customer experience, you will need to utilize different tools and methods to achieve your digital marketing goals. Salesforce Marketing Cloud allows you to manage different...

read more
Pardot URL Basic Naming Structure Guidelines

Pardot URL Basic Naming Structure Guidelines

When you’re creating assets in Pardot, you’ll have the option to create custom URLs for more than just landing pages but for images, custom redirects, and other assets. So when we’re creating these URLs, especially for landing pages, we want to consider SEO, because...

read more
Best Practices for Better Email Deliverability in Pardot

Best Practices for Better Email Deliverability in Pardot

Did you know on average approximately 7% of all emails end up in the spam folder? According to The 2020 Email Delivery Benchmark Study, only a little over 80% of all emails sent, actually reach the inbox. So while the email marketing channel yields one of the highest...

read more
Tweet
Share