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CRM

Hide stages on an Opportunities board

Each stage in Edit pipeline → Stages now has a tick box for whether it shows as a column on the board.

Each stage in Edit pipeline → Stages now has a tick box for whether it shows as a column on the board. Untick Won and Lost, say, to keep the board about the work still in progress. It only changes the board: the stages stay on every record and keep working in filters, flows and reports, and nothing is moved. The board says how many stages are hidden and how many records they hold, with one click to show them. At least one stage always stays visible.

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