You can create custom Table Views that save different layouts of your table. The custom Table View button is at the top right of your Pipeline page next to the search box. A layout is the way Pipeline looks for a user with column order, column width, row height, etc.
For example, you might want to make:
- An “Evaluation” Table View with the “Scores” and “Notes” columns to the left to have them handy when you evaluate your startups
- A “Prospects” Table View with your “Last Contact”, “Source” and “Notes” columns so you can keep track of your prospects
- An “Admin” table View showing all columns that were created in your organization so you can keep an eye on them and avoid duplicates
In a nutshell, a custom Table View is a specific layout of your table and saves:
- Visible columns
- Column order
- Column size
- Row height
Table Views can be private or shared across the Organization.