Creating Saved Filter Templates
05/04/2026
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Learn how to build, save, and switch between custom filter views in Gravity Pipeline Pro to quickly focus on the leads or tasks that matter most.
Learn how to build, save, and switch between custom filter views in Gravity Pipeline Pro to quickly focus on the leads or tasks that matter most.
Learn how to create and manage groups in Gravity Pipeline Pro to organize team members and pipeline entries by department, region, or team.
Learn how to manage team member roles, control pipeline access permissions, and restrict what users can see and do in Gravity Pipeline Pro.
Learn how to move archived Won or Lost entries back to your active Gravity Pipeline board with a single click.
Learn how to use Gravity Pipeline Pro’s archive drop zones to move closed or lost entries off your active board while keeping them in your records.
Learn how to upgrade from Gravity Pipeline Free to Pro, enter your license key, and activate all Pro features on your WordPress site.
Learn how to set a default Gravity Pipeline board for each user so the shortcode always opens the most relevant pipeline automatically.
Learn how to use Gravity Pipeline shortcodes to display your Kanban board on any WordPress page or post — for specific pipelines or per-user defaults.
Learn how to add team members to Gravity Pipeline, control their access levels, and configure per-user pipeline preferences.
Learn how to open a pipeline card’s detail panel, view all form field data, and edit entries inline directly from the pipeline board.