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This article describes how to create primary (default) field views and filter sets in My Pipeline that auto-populate. This article is divided into the following sections:
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Field | Description |
|---|---|
Preset Report | See the Preset Reports article for details. |
Team/Agent | The team or agent selected for the report. |
Include Inactive Applications | This toggle displays results that include/exclude applications that are assigned to inactive users. This applies when All is selected in the the Team/Agent dropdown. |
+ Filter Sets | Open up this section to use My Pipeline with the legacy functionality. |
Field View | See the Field View article for details. |
Filter Set | See the Filter Sets article for details. |
App created date | All time - 01/01/1970 to the current day. |
Branch | The logged-in user’s branches. |
Workflow Type | All branch permissions of the logged-in user. |
Statuses | All statuses in the logged-in user’s workflow. |
Campaigns | All campaigns that have the same branch permissions as the logged-in user. |
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Log in to Insellerate.
Select My Pipeline from the inSight dropdown list.
The My Pipeline page opens.
Select All from the Team/Agent dropdown list.
Select My Branches from the Branch dropdown list.
Select Applications the desired workflow type from the Workflow Type dropdown list. In this example, we are selecting Applications.
Select All from the Status(s) dropdown list.
Once selected, the Status(s) field will read 1 ITEM(S) Selected.
To see the selected item, hover your cursor in the Status(s) field.
Select All from the Campaign(s) dropdown list.
Once selected, the Campaign(s) field will read 1 ITEM(S) Selected.
To see the selected item, hover your cursor in the Campaign(s) field.
Create the new filter set by clicking the + in the Filter Set field.
The Filter Setting Name window opens.
Enter a name in the Filter Set field.
Slide the Primary button to Yes to use the new filter set as your default.
Click Create to create the report.
The All Applicants default filter set is created successfully. Click the Filter Set dropdown arrow to view all available filter sets. The All Applicants filter set is the only filter set available until additional filter sets are created.
Click the Field View dropdown arrow to see all available field views. The System Default field view is system default field views are the only field view views available until additional field views are created.
Click Run Report.
The default view report opens. It may take 3-20 seconds for the data to load and the report to appear.
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Viewing the Default Report
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Click an icon in the Quick Action Toolbar to perform the following actions:
View notes associated noteswith the application
Call the application
Send an SMS to the application
Create a note
Create a follow-up
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The report will show up to the most recent 2000 10,000 leads per filter set. If the filter set results in more than 2000 10,000 leads, a message appears in the top right of the screen stating, “Showing up to 2000 10,000 results. Refine filters to narrow results.” The counter at the bottom of the page shows how many of the 2000 10,000 results are currently being viewed on the page.
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If the filter set results in fewer than 2000 10,000 leads, the counter at the bottom of the page shows how many of the total results are currently being viewed on the page. You can modify the filter set to narrow the report focus resulting in fewer leads.
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