Sorting the pipeline report

Note: we’re in the process of making some changes to improve the CRM. Your CRM may look a bit different now, but the functionality is the same.

Here’s how to sort your pipeline report to change the order in which pipeline items appear:

• Mouse over “Reports” in the navigation bar to select the appropriate pipeline report.
• Select “Sort” in the “Sort and filter” section on the left.
• In the dialog that appears, select the appropriate option based on how you’d like pipeline items ordered.
• For example, select “Date [Pipeline] was updated” from “Earliest to latest” to sort pipeline items by last update. Select a custom pipeline field to arrange entries by custom field value, or select any contact field to sort by contact data.
• If you'd like the CRM to remember the selected sort, tick the box "Make these the default settings for this report” before applying the sort.
• Need to sort the contact list instead? Learn how to sort the contact list here.