Training: Pipeline View
Pipeline Views are a great way to visualize your contacts as they move through your Stages.
Begin by clicking on the "Pipeline View" button. You can toggle between this and the "Table View" at any time.
If you haven't already selected a Group, GroupTrack will default to your favorite pipeline. The Pipeline View requires a single Group to be selected as it displays the Stages for just one Group.
Note: When in the Pipeline View, you can Search and apply any Advanced Filters you want. However, the "Stage" filter will be disabled as it isn't necessary in this view.
Once you have selected a Group, you will see columns for each Stage begin to populate with Contact Cards for the people in that Stage within that Group.
A Contact Card displays the following information:
Hovering over the icons shows what they mean:
- Open contact in Messenger
- View Global and Group Tags
- Contact has a Phone Number
- Contact has an Email Address
- Contact has open Tasks
You can open the full contact profile by clicking the Contact's name, or open the popup profile by clicking the card icon below the contact image.
If you want to move a contact between Stages, you can drag them between columns by clicking and dragging on the 4-way arrow icon.
When the page first loads, the first 15 contacts in each Stage will be displayed. The column headers indicate how many total contacts are in each Stage. When you scroll to the bottom of a column, there's a button to load the next 15 Contacts.
We hope you enjoy this new feature!!