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Add and create views/tabs

If you want to repeatedly view a specific set of contacts/companies/deals based on a property selection you can use Views. There are some pre created that we suggest you use. If you do not find what you need you can create your own.

Pre created views that are good to use


Contact views:
  • All contacts - Eleiko version
  • All My contacts - Eleiko version
  • All My contacts with Deals - Eleiko version
  • My Company contacts - Eleiko version
  • My Private contacts - Eleiko version

Company views:

  • My Companies - Eleiko version
  • My Companies with Deals - Eleiko version
  • My Companies with Open Deals - Eleiko version  *(not Closed Lost and Closed won)
  • All Companies - Eleiko version

Deal views:

  • My Deals - Eleiko version
  • Expiry date within 14 days
  • All Deals - Eleiko version

Add a pre created view

Contacts > Add view > Search for the view > Click on correct view under Created by others
add_view

 

Create your own view

Clone a view that is a good start.
Update it my using Advanced filters.
Update columns and column order in column view under Edit columns
SAVE