How to use Views?

What is a View

A view is an easy way to access data quickly, enabling you to save time.

Using views enables you to save predefined filters allowing you to gain access to the data you want to see.

For example, you can create views to see partners in specific partner programs, partners that haven’t submitted a Lead in X months, or see leads in a particular stage.

Views are available for Partners, Leads, Deals, Transactions, etc.

How to manage views

How to create a view

Creating views is straightforward. Follow these steps to get started:

• Go to Show filters

• Select the filters you want to use and click Apply

• Once done, click the View button, and select Save as New
• Name the view
• Decide whether you want to share this view or not. If the view is only for you, select Only me, which means that only you can view it. Otherwise, select My team to allow your team members to view it as well.

• Press Save once done

The view will be readily available under Views, and you can easily switch between the different views available.

How to update a view

• To update a view, you will need to click on the view and select Show filters
• Change the filters, click Apply, and then Save View

How to delete a view

• Go to the view you want to delete, click on the View button, and then press Delete

How to rename a view

• Click the view, press the View button, and select Rename

How to access, re-order, and pin existing views

To access the views available to you, go to the view bar, and select Manage views

On the left are all the views you can use, whereas, on the right, you will find access to the views that have already been pinned on your screen.

If you want to pin your views, click the pin button in the left section.

To unpin views, click on the cross to remove pinned views in the right section.

Re-order views by moving them around to which order you want them in.