Configure your pipeline dashboard

Learn how to see what you can see the data that you when, when you want it.

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

Pod allows you to see your data super easily. In your pipeline dashboard, you'll have access to your CRM data on the fly.

  1. Select the fields you want to see

  2. Change the order of columns with drag & drop columns

  3. Change column width to review more or less information on your screen

  4. Create customized fields only you have access to (i.e., text, calculated, etc.)

It's the best of both worlds between Excel and your CRM.

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