How can I sort deals in the forecast view by a different timeframe?
Breandan Flood, June 13, 2022
While you may choose between having deals in the forecast view sorted by their deal won time or their expected close date, you may also create a date-type custom field in Pipedrive and use that date to sort those deals.
Once created, that custom field will be available as an option when clicking the gear icon in the Forecast View.
To learn more about custom fields in Pipedrive, click here.
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