Last updated: August 15, 2023
All object index pages have a list view, but objects with pipelines (deals, tickets, and custom objects) also have a board view, where records are shown as cards moving through stages in a pipeline. While in board view, you can edit, delete, and move records between pipeline stages, as well as customize the board and its cards to display specific information.
This article outlines how to manage records in a pipeline while in board view. There are additional ways to edit your pipelines or customize the appearance of board view:
To view a specific pipeline, click the pipeline dropdown menu next to the object name and select the pipeline.
You can edit record property values or delete records while in board view.
Please note: while in board view, you cannot bulk edit the pipeline or stage/status properties. To update these properties for multiple records, switch to table view, or edit an individual record in board view.
Navigate to the records you want to edit. You can open a saved view, or apply filters to find the records you want to edit.
In the dialog box, click the Property to update dropdown menu and select the property you want to edit.
In the field that appears, enter or select a new value for the selected property. For multi-select properties:
Click Update. For text or single-select properties, this will overwrite the old values in the property for these records.
While in board view, you can move individual deals, tickets, or custom object records to a new pipeline stage or status. If you want to move multiple records into a different pipeline or stage, you'll need to navigate to list view and edit the Pipeline or status/stage properties in that format.
You can also edit an individual record's pipeline or stage/status while viewing a record.