Quick summary
In Pipedrive, you cannot change the default list format for your entire team, but you can share a saved filter that includes your preferred columns so teammates can apply the same view instantly.
Steps
- Navigate to the type of items you want to share a view for — note that the default list format cannot be changed team-wide, but a shared filter achieves the same result.
- Go to the List view of your items, located at the top left for Deals.
- Open the filters menu using the top-right button that shows the filter icon and the current filter name.
- Go to the Filters tab inside the filters menu.
- Either create a new filter or open the options for an existing filter from the list.
- Set the filter visibility to Shared so your team can access it.
- Check the Save selected columns box to include your current column layout with the filter.
- Click Save to apply and store the filter with your chosen columns.
- Instruct teammates to open their own filter menu and select the same shared filter to view identical items and columns.
- Teammates can now select the shared filter to see the exact same list view as you.
