August 6, 2021

Custom Deal Views

From the pipeline, you can create and save custom views using filters. You can also change your viewing options, such as columns in the table layout.

Users can change the default view that will open upon login by default and pin up to 4 views so they are always visible.

The phase and first 3 custom fields can be quickly filtered from toolbar.

Views can be either personal (only user who saved it can see) or shared (everyone can see and update.)