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How Can I Change Default List Format For Pipedrive Team

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Pipedrive does not have a feature to directly affect your team's account viewing preferences, however, it makes it super  easy to share filters which allow your team to see data in the same format as you do. Here is how:

  1. To begin, go to the type of items you wish to share a specific view of.
  2. Go to the List view of your items, located at the top left for Deals.
  3. Open the filters menu from the top right button with a small filter icon and the current filter name.
  4. Go to the Filters tab.
  5. Either create a new filter or open options for a filter of your choice from the list.
  6. Ensure you set the visibility to Shared.
  7. And check the "Save selected columns..." box.
  8. Click on Save.
  9. Now, anyone you wish to share your personal view with can open their filter menu.
  10. And select the exact same filter to view the same items you do.
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