QuarterOne

How to create saved pipeline page views to optimise page loading performance.

Creating saved views

How to optimise the loading and general performance of the Pipeline page for large datasets or when page loading is slow.

Optimise Pipeline page loading performance

How to apply row filters to the Pipeline grid. Filters can be applied to the Pipeline grid data in order to focus on particular deals.

Pipeline filters

Summary of how to group and subtotal rows on the grid by Client, Owner, Stage or any other CRM deal field.

Grouping and subtotaling rows

A summary of how to add custom CRM fields to QuarterOne

Adding custom CRM deal column

How to add or remove columns, freeze/pin columns or view a different period.

Customize Grid

A guide to locking periods so they cannot be edited retrospectively. Useful to keep QuarterOne data inline with your accounting system.

Locked date

Possible reasons why your CRM deals may not be appearing in QuarterOne.

Missing deals

Michael Foulkes

Pipeline Grid

Find answers and get help from Intercom Support and Community Experts

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