CRM Kanban Views and Functions - Stipulate default pipeline and Archive
#1:
For us, the fact the the CRM Deals kanban view defaults to "All Pipelines" is useless and confusing. We wish it would default to the "default pipeline" view. We have a couple of pipelines that has absolutely nothing to do with each other. So, to see them together doesn't really add any benefit — and you can't even drag the deals to the other pipeline (not that I would want to do that necessarily, but just adds more credence to it not being very useful).
I suppose some people would like to see it this way, and it's nice to have as an option. But having the default view go to the "default pipeline" would make a lot of sense.
#2
It would be great to be able to "archive" closed deals (whether won or lost). As closed deals keep piling up, it gets to be too much. Or, alternatively, an option to "collapse" these stages in the kanban view.
Archive would be ideal, though. Better yet, a setting that automatically archives deals in the stages based on date or amount of time that they sit in that stage. I suppose you could set that up as an automation if there was a archive function.
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