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Organizing Field and Columns in My Pipeline View

You can now organize and create different views in the Pipeline.

To find this:

  1. Log in to your LendingWise account.
  2. Go to Pipeline > Pipeline - Main.
  3. Click the filter icon to customize your view.
  • On Columns, check the box on the field you want to show in your pipeline.
  • On Columns Order, arrange the fields the way you want to show in your pipeline.

Save and create as many views as you need.

Here is also a quick video.