After changing the columns, sorting the data, applying search criteria, selecting specific loan folders to use, or selecting All Loans or My Loans (where applicable), you can save the new configuration as a new custom view. Once you save a view, you can select it at any time to apply the criteria to your loan or contact data.
To save a pipeline view:
Once you have set up the data to your specifications, click the Save icon.
Select Save as.
Enter the name of the view.
Clear the Set as my default view check box if you do not want to set this view as the default view that displays when you log in and view the Pipeline.
Click Save.