Create and manage custom views

Views allow you to visualize in one click the information related to opportunities, agreements, companies, and meetings that matter most to you. 

Overview

Plan availability: Essential/Advanced
Required user role: Manager/Contributor

Views display opportunities, agreements, companies, or meetings that match the custom filters you created. Several options are available to manage and share these views with other Deal users from your company.

Create views

The same process applies whether you're on the opportunity, agreement, company, or meeting hubs, or the Dashboard page.

Open the All opportunities drop-down list and select Create custom view in the menu.

The current list of all opportunities will be replaced by a default list of all opportunities sorted out in alphabetical order, with no filters applied.

Click the gear icon at the top of the page to open the column settings. A panel will open on the right side of the page.

Toggle on the columns you want to display in your view. You can add up to 100 columns. 

Then, you can apply filters to refine the list of results further. Click Filter to open the filter panel.

Select the filters you want to apply to the new view, and click Apply filters.

IMPORTANT: You need to save this view once you've applied the filters, otherwise this new view will be reset to the default settings when you exit it. 

To save the view, open the New custom view drop-down list, click the more options button next to New custom view, and select Save as a new view. This will allow you to name the view.

The newly created view will appear after the bookmarked views if you have any, or in the first position of the view navigation bar if not. 

Bookmark views

Open the All opportunities drop-down list, click the more options button next to the desired view label, and click Add to favorites. This view will be displayed in the first position of the view navigation bar associated with a yellow star, and the view will be added to your homepage if this is an opportunity custom view.

On your homepage, the newly added favorite view appears at the top of the list of My favorite views, for the opportunity custom views.

Click Remove from favorites to delete the bookmark. The view will disappear from the homepage if this is an opportunity custom view.

Edit or delete views

Open the All opportunities drop-down list, click the more options button next to the desired view label, and select the relevant action.

Rename the view

Click Rename view, enter the new name, and click Confirm.

Modify the filtering parameters

Click Filter to open the filter panel.

Modify the filter options and click Apply filters. Then, click again the more options button next to the filter label and select Save changes.

Discard changes

Click Discard changes to reinitialize the originally saved parameters of the view.

Delete views

Click Delete view. A pop-up window will appear to confirm your choice. Click Delete.

Share views

You can share the views you created with the other users of the platform from your organization for enhanced team collaboration and reporting capabilities. 

Shared views are indicated by the multiple people icon.

Share views with other Manager users

Shared views appear on the personal Deal space of the other Manager users of your organization. You can't share views with Contributor users.

To share a view, click Share view to everyone, the other users will see this view appear on their space after refreshing their page.

Important notes:

• Once you have shared a view, you can't unshare it, you can only delete the view for everyone including yourself.
• All Manager users can edit views that have been shared with them.
• Only Manager users with Business Admin rights can delete views shared with them.
• The name of the user who shared the view is displayed in a tooltip when you hover over the view label.

Copy view links for read-only

You can also just copy the link to the view and send it to other users (Managers and Contributors), if you want to temporarily share the view and prevent other users from editing or removing this view.

For instance, this can be useful to share with a few people attending an upcoming triage meeting to review the list of opportunities ahead of the meeting.

Click Copy link (read only), and send this link to the other users who will be able to open it in their own Deal space. This link saves the filtering options in the URL, so the shared view will remain the same whenever people come back to it. Even if you don't save the view, people will be able to still see the view previously created, when clicking the link.