Sometimes I network with intention. The best and simplest way to implement this for my use case would be to simply allow a Group to have an optional Kanban view based on a Custom Field.
Sasha Laundy
•
May 7, 2025
Ooh! I also need this. I ended up building something custom for my pipeline in Airtable and use Dex a lot less now.
An important element is defining the next action for people in my pipeline, while their context is all loaded up in my head. Like “if I don’t hear back from them by next week, remember to ask them X” I tried to use groups for pipeline stages, which works ok, but I tried to use Reminders for the next actions. And that was a HUGE mess because there’s no way to filter Reminders by group (or by anything!!)
(This may be its own post, but it’s such an important of the pipeline concept for me that I wanted to mention it early)
Benuel Ganesan
•
May 25, 2021
Circles has this - would be useful.
Jorinde Hoek
•
Jan 21
I aleady like all the comments, but just coming back to this, this feature would me all the difference
Henry Reily-Collins
•
Dec 5, 2025
Yes please - it would be so helpful to see where Investors are in a pipeline visually.
Jorinde Hoek
•
Nov 19, 2025
Yes, this would make things so much better!! Please intergrate this. Imagine the added value in looking for a job, in getting to know people at certain groups etc., this would make the whole system workable! Please ass it!
Roberto Guilbet
•
Sep 22, 2025
This should be very simple to accomplish Please Please Please
Henry Reily-Collins
•
Sep 12, 2025
Upvote Please - how else would you use Dex to manage an investment raise and track where your contacts are in the process? Please enlighten me
Rob D. Willis
•
Sep 9, 2025
Upvoting this - it's the only thing which keeps me from using Dex on its own. Would love to get rid of my other CRM 😊
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Comments20
Ryan Bua
Nov 15, 2022
Sometimes I network with intention.
The best and simplest way to implement this for my use case would be to simply allow a Group to have an optional Kanban view based on a Custom Field.
Sasha Laundy
May 7, 2025
Ooh! I also need this. I ended up building something custom for my pipeline in Airtable and use Dex a lot less now.
An important element is defining the next action for people in my pipeline, while their context is all loaded up in my head. Like “if I don’t hear back from them by next week, remember to ask them X” I tried to use groups for pipeline stages, which works ok, but I tried to use Reminders for the next actions. And that was a HUGE mess because there’s no way to filter Reminders by group (or by anything!!)
(This may be its own post, but it’s such an important of the pipeline concept for me that I wanted to mention it early)
Benuel Ganesan
May 25, 2021
Circles has this - would be useful.
Jorinde Hoek
Jan 21
I aleady like all the comments, but just coming back to this, this feature would me all the difference
Henry Reily-Collins
Dec 5, 2025
Yes please - it would be so helpful to see where Investors are in a pipeline visually.
Jorinde Hoek
Nov 19, 2025
Yes, this would make things so much better!! Please intergrate this. Imagine the added value in looking for a job, in getting to know people at certain groups etc., this would make the whole system workable! Please ass it!
Roberto Guilbet
Sep 22, 2025
This should be very simple to accomplish Please Please Please
Henry Reily-Collins
Sep 12, 2025
Upvote Please - how else would you use Dex to manage an investment raise and track where your contacts are in the process? Please enlighten me
Rob D. Willis
Sep 9, 2025
Upvoting this - it's the only thing which keeps me from using Dex on its own. Would love to get rid of my other CRM 😊
Feb 18, 2025