Shared guide

How to create a saved view for deals

Step-by-step guide covering: Click the CRM section; Click the Deals link; Click the Add view button; Click the Create New View button.

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·14 steps·6 views·Published
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Step-by-step Guide14 steps

  1. Click the CRM section

    Click the CRM section
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  2. Click the Deals link

    Click the Deals link
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  3. Click the Add view button

    Click the Add view button
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  4. Click the Create New View button

    Click the Create New View button
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  5. Enter a name for your saved view

    Enter a name for your saved view
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  6. Click the Confirm button

    Click the Confirm button
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  7. Click the Advanced filters option

    Click the Advanced filters option
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  8. Click the Add Filter button

    Click the Add Filter button
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  9. Type 'next' in Deal Search

    Type 'next' in Deal Search
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  10. Click the Next activity date option

    Click the Next activity date option
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  11. Click the Today option

    Click the Today option
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  12. Click the Next week option

    Click the Next week option
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  13. Click the Close button

    Click the Close button
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  14. Click here to view deals

    Click here to view deals
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