Setting custom dates on the sales pipeline views

A couple of weeks ago we launched several new sales pipeline views in Tracks for Highrise. These views allow you to view your Highrise deals grouped by categories (like sales stages), confidence levels and users.

Today, we’ve added an improvement to the new views: the option to set a custom date range. For example, if you want to view your Highrise deals won and lost in the last 12 months grouped by sales person then you can. Check it out below (click on the image to see a full view).

Custom date range for new pipeline views

Click the image to enlarge

Don’t forget you can also reorder the columns in each view and you can set any of the new views (including with custom dates) as your Tracks default URL.

If you have any questions then please just get in touch with Gregor or Ruth at [email protected]