Click the CRM section
Clicking the CRM section will take you to Customer Relationship Management, where you can manage contacts, track sales, and monitor customer interactions.
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Create a saved view for deals in CRM
Create a customized saved view for deals in your CRM to streamline the management of sales opportunities, allowing for specific filtering based on upcoming activities and other…
viktoriaCreate a customized saved view for deals in your CRM to streamline the management of sales opportunities, allowing for specific filtering based on upcoming activities and other criteria.
Step-by-step Guide14 steps
Click the Deals link
Clicking on the Deals link will take you to the section where you can manage your sales opportunities and track progress with potential clients.
Loading screenshot…100%Click the Add view button
This action opens a dialog to create a new view for your deals. You can customize the view settings to display specific deal information according to your needs.
Loading screenshot…100%Click the Create New View button
This action opens a dialog allowing you to set parameters for a new view of your deals, enabling customized criteria and display options.
Loading screenshot…100%Enter a name for your saved view
Type a name in the 'Name' field to identify this saved view. This name will help you and others recognize the purpose of the view later.
Loading screenshot…100%Click the Confirm button
This action will finalize the creation of your saved view, enabling access according to the selected permissions.
Loading screenshot…100%Click the Advanced filters option
This will open additional filtering options to refine your deal search in the Deals section. Use these filters to narrow down your results based on specific criteria.
Loading screenshot…100%Click the Add Filter button
This allows you to include additional filtering options to refine your deal list based on specific criteria.
Loading screenshot…100%Type 'next' in Deal Search
Enter 'next' in the Search field under Deal properties to filter the deals based on upcoming activities or relevant tasks.
Loading screenshot…100%Click the Next activity date option
Selecting the 'Next activity date' will enable you to filter deals based on their upcoming activities. This helps in organizing and prioritizing your follow-up tasks effectively.
Loading screenshot…100%Click the Today option
Clicking 'Today' will filter the deals to display only those with activities scheduled for today. This helps you quickly identify items that require immediate attention.
Loading screenshot…100%Click the Next week option
This action sets the date filter to include deals that are scheduled for the upcoming week, updating the displayed results accordingly.
Loading screenshot…100%Click the Close button
Clicking the Close button will dismiss the advanced filters panel, allowing you to return to the Deals view without any additional filtering options.
Loading screenshot…100%Click here to view deals
Clicking this link will refresh the Deals section, allowing you to see any new deals that match your current filters.
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