video1.0<iframe src="https://www.loom.com/embed/d368fc9802ed429c8e184e22830c765d" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d368fc9802ed429c8e184e22830c765d-4799a1d17cd6769c.gif399.748In this tutorial, I walk you through how to create a customized pipeline view in Copper, which is beneficial for both individual contributors and managers. I demonstrate how to filter opportunities to show only open ones and how to tailor the list and board views to focus on key details like stage and value. I also share tips for creating tasks and using the activity feed to stay on top of opportunities. Additionally, I recommend setting up a filter for opportunities closing this month to ensure timely updates. I encourage you to save your filters as public for collaborative reviews with your team.