Overview

Learn how to utilize your pipeline in Adtaria

Written By Adtaria Support

Last updated About 1 month ago

Pipeline Overview

The pipeline page is the home for all your deals in Adtaria. You can utilize the Kanban view, list view and even customize how the deal cards in Kanban and the columns in list view display. The main components in the pipeline page are:

  • Views - Kanban and List view

  • Filters

  • Search

  • Pipeline Management

  • Pipeline Stage Management

  • Customization

  • Saved/pinned views

This guide will give you insights into how to utilize each feature within the pipeline page.

If you want to understand Pipeline best practices and the correct Pipeline Stages for your business visit our Pipeline Guide here:

https://adtaria.com/blog/perfect-pipeline-stages

Features

Filters

Filter help you view specific deals within your filter criteria.

Adding a Filter

  1. Click the Filter icon in the pipeline toolbar

  2. Select the field to filter by

  3. Choose the operator (range, overdue, etc.)

  4. Enter the filter value

  5. Filter will Apply automatically

Note: Return to the filter menu to add another filter as/if needed.

Filter Types

Attribute

Filter by

Priority

All, High, Medium, Low

Follow-up Date

Overdue, Today, Tomorrow, This Week, This Month, No date set, Specific Range

Last Contacted

Overdue, Today, Tomorrow, This Week, This Month, No date set, Specific Range

Close Date

Overdue, Today, Tomorrow, This Week, This Month, No date set, Specific Range

Value

Specific Range

Pipeline Stages

Stage within the current Pipeline

Use Cases

Filters are used to create quick access views. Utilizing a filter will quickly show all deals within that filter, you can then utilize the pinned/saved view feature to pin the view to your sidebar.

Examples:

  • Filter only the hottest Pipeline Stages

  • Filter Overdue follow ups in list view

  • Filter high priority or high value deals

  • Filter long term follow up pipeline stages

Create list views or Kanban views for easy access to your most important deals.

Import

Imports let you add deals to your Pipeline in bulk using a CSV file.

Before You Import

  • Download the CSV template

  • Make sure each row = one deal

  • Include clear column headers (example: Deal Name, Company, Value, Stage, Owner, Priority, Follow-up Date, Close Date)

  • If you’re importing dates, use a consistent format (MM/DD/YY works well)

Importing via CSV

  1. Go to the Pipeline page

  2. Click Import (or Import CSV) in the Pipeline action bar

  3. Upload your .csv file

  4. Map your CSV columns to the correct deal fields

  5. Choose how to handle Stages:

    • Map to an existing Stage, or

    • Create new Stages

  6. Review the import preview

  7. Click Start Import

Import will apply automatically once confirmed

Note: If any rows fail, fix the CSV and re-import only the failed rows (or download the error report if available).

Common Issues

  • Stage not found → stage name doesn’t match exactly

  • Invalid date → date format is inconsistent

  • Value not importing → includes symbols/commas or is stored as text

Use Cases

  • Move deals over from another CRM

  • Bulk-add leads from an event list

  • Upload a backlog of opportunities into a new pipeline

  • Standardize your Pipeline by importing clean, structured data

Settings

Settings is where you create, edit, and delete Pipelines and their Stages.

Creating a Pipeline

  1. Go to Settings

  2. Open Pipelines

  3. Click Create Pipeline

  4. Enter a pipeline name

  5. Click Save

Editing a Pipeline

  1. Go to Settings → Pipelines

  2. Select the pipeline

  3. Update the name/details

  4. Click Save

Deleting a Pipeline

  1. Go to Settings → Pipelines

  2. Select the pipeline

  3. Click Delete

  4. Confirm deletion

Note: If the pipeline has deals, you may need to move them first (or choose where they go) depending on your rules.

Managing Stages

Adding a Stage

  1. Go to Settings → Pipelines

  2. Select a pipeline

  3. Click Add Stage

  4. Name the stage

  5. Click Save

Editing a Stage

  1. Go to Settings → Pipelines

  2. Select a pipeline

  3. Click the stage

  4. Edit name/order

  5. Click Save

Deleting a Stage

  1. Go to Settings → Pipelines

  2. Select a pipeline

  3. Click the stage

  4. Click Delete

  5. Confirm deletion

Note: If a stage has deals, you may be prompted to move them to another stage.

Use Cases

  • Set up different pipelines for different offers/products

  • Rebuild stages to match your actual sales process

  • Clean up old pipelines and stages that aren’t used anymore

  • Rename stages to match team language (so reporting stays consistent)

Search

Search helps you quickly find deals in the Pipeline page without manually scanning stages or lists.

How to search for deals

  1. Go to the Pipeline page

  2. Click the Search field in the action bar (or press Ctrl/cmd+K for global search)

  3. Type a keyword (deal name, company, contact, etc.)

  4. Select a result or press Enter to view matching deals

Search results update as you type.

Note: Clear the search to return to your full pipeline view.

What You Can Search

  • Deal name

  • Company / account name

  • Contact (if attached to the deal)

Use Cases

  • Jump straight to a deal while on a call

  • Find “stuck” deals by searching a tag/keyword you use in titles

  • Locate duplicates before creating a new deal

  • Quickly pull up a deal to update follow-up or stage

View Types

View Types let you switch how deals display on the Pipeline page—without changing the deals themselves.

Changing View Types

  1. Go to the Pipeline page

  2. In the action bar, click the View icon

  3. Select:

    • Kanban (deals grouped by stage), or

    • List (deals in a table/list format)

  4. The view changes immediately.

When to Use Each View

Kanban

  • Best for moving deals through stages

  • Visual pipeline management

  • Quick stage-by-stage review

List

  • Best for scanning lots of deals fast

  • Sorting and comparing fields (value, dates, priority)

  • Finding overdue follow-ups quickly

Use Cases

  • Use Kanban during pipeline reviews

  • Use List when prioritizing outreach for the day

  • Switch to List to spot missing data (no value, no follow-up date)

  • Switch to Kanban to bulk-move deals stage-by-stage (if supported)

Customize View Settings

Customize View Settings lets you control what information is visible in each Pipeline view. You can show or hide fields depending on whether you’re using List or Kanban view.

Accessing Customize View Settings

  1. Go to the Pipeline page

  2. Select either List or Kanban view

  3. Click Customize View in the action bar

Changes apply immediately to the active view.

List View (Show / Hide Columns)

List View customization controls which columns appear in the deals table.

Customizing Columns

  1. Switch to List View

  2. Click Customize View

  3. Toggle columns on or off

  4. Close the menu

The table updates automatically.

Common Columns

  • Deal Name

  • Company

  • Value

  • Stage

  • Priority

  • Follow-up Date

  • Close Date

  • Owner

  • Last Contacted

Note: Hidden columns are not removed, just hidden from view.

Use Cases

  • Hide low-importance fields to reduce clutter

  • Show value and close date when forecasting

  • Create a clean outreach-focused list view

  • Quickly scan only the data you care about

Kanban View (Show / Hide Attributes)

Kanban View customization controls which attributes appear on each deal card.

Customizing Card Attributes

  1. Switch to Kanban View

  2. Click View Settings

  3. Toggle attributes on or off

  4. Close the menu

Deal cards update instantly.

Common Attributes

  • Value

  • Priority

  • Follow-up Date

  • Close Date

  • Owner

  • Links

  • Platforms

Note: This only affects what’s visible on the card, not the deal data itself.

Use Cases

  • Keep cards minimal for fast pipeline reviews

  • Highlight follow-up dates to avoid missed tasks

  • Show priority during team reviews

  • Remove noise when working high-volume pipelines

Customize View Settings lets you tailor each view to how you actually work—without changing the underlying Pipeline or deals.

Pinned/Saved Views

Pinned Views let you save custom deal views created using filters, sorting, and view layouts. Once pinned, the view appears in your sidebar for quick access.

Creating a Pinned View

  1. Go to the Pipeline page

  2. Apply your desired setup:

    • Filters

    • Sorting

    • View type (List or Kanban)

    • Customize View settings (columns or attributes)

  3. Click Pin View (or Save View) in the action bar

  4. Name the view

  5. Save

The view is immediately pinned to your sidebar.

Accessing a Pinned View

  1. Open the sidebar

  2. Click the pinned view name

The Pipeline loads with the exact filters, sorting, and layout applied.

Editing a Pinned View

  1. Open the pinned view

  2. Update filters, sorting, or layout

  3. Click Update View (or Save Changes)

Changes apply to that pinned view only.

Removing a Pinned View

  1. Hover over the pinned view in the sidebar

  2. Click Pencil icon to open menu

  3. Edit or delete pinned views

  4. Confirm

The view is removed from the sidebar but the deals remain unchanged.

What Gets Saved in a Pinned View

  • Filters

  • Sort order

  • View type (List or Kanban)

  • Visible columns (List view)

  • Visible attributes (Kanban view)

Note: Pinned views do not change deal data—only how deals are displayed.

Use Cases

  • Save a daily “Overdue Follow-ups” view

  • Create a high-value deals dashboard

  • Build separate views for outreach, forecasting, or reviews

  • Quickly switch between operational and reporting views

Pinned Views turn your Pipeline into a set of purpose-built dashboards instead of one cluttered view.