How Do I Edit My Saved Pipeline Views?

Last updated: August 28, 2026

Required permission:

  • No special permission is required to save edits to a Pipeline View that you created.

Edit Your Saved Pipeline View

  1. Go to Analyze --> Pipeline --> Views.

  2. Click on the ellipses icon beside the Pipeline View's name and choose Edit.

  3. Change the values for any of your View's fields and filters.

  4. Click on Save, then choose either Save changes to apply changes to the existing view or Save as New View to create an updated copy.

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