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Clickable opportunities and projects

  • June 15, 2025
  • 2 replies
  • 12 views

DJLouParis

Now that we can create sectionalized steps it would be nice to create a filter view of all items in that grouping. For instance making opportunities clickable and then showing all projects in that view. Should be a relatively easy filter to create and implement. 

 

 

2 replies

Rona
HoneyBook Employee
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  • HoneyBook Employee
  • June 16, 2025

Hi! Rona from the HoneyBook team here. You should be able to do exactly that, by creating a new view, go to “customize pipeline” in the new view, and select the stages you want to appear in that view. Note - the steps you hide will not be deleted, they will simply not show in that view. I hope this helps!


DJLouParis
  • Author
  • Newcomer
  • June 16, 2025

Funny I had not noticed different view options, so just assumed that the groupings themselves would be clickable. Thanks!