Stay organized with Saved Views
Video: Saved views, sorting, & searching (3 mins)
Use saved views to save cuts of data, such as:
- In progress deals
- Deals you might lose if you don't contact soon
- Anything you'd like!
Creating a saved view
- Choose what dimensions you'd like to save (search, sort, and group)
- Drop down your saved views
- Click "Create New View"
Your saved views now show up in the sidebar, for easy access
Renaming a saved view
- Select the three dots next to your saved view.
- Click "Rename View"
Deleting a saved view
- Select the three dots next to your saved view.
- Click "Delete View"
