Hi,
Each Staff Member currently has their own pipeline that they deal with.
e.g. the customer engagement officer only deals with getting the customer on board. > Customer Engagement pipeline.
The Dispute Resolutions Officer only deals with their pipeline > Dispute Pipeline.
Can each staff member have their own 'Default' Pipeline view ?
(rather than the dispute resolutions officer having to switch to the dispute pipeline (from the default customer engagements pipeline) every time they go back to the requests screen. (which is a few hundred times a day!)
Thanks for listening!