Custom View

To better view and organize your Contacts, Companies, Deals, and Leads records, SalesNOW has added Custom View. Custom view allows you to save the data found following an Advanced Search, enabling the user to quickly refer to this search.

To create a Custom View within SalesNOW on the Web follow these steps:

1. Click Contacts

2. Click Custom View in the right corner and click New to create a new custom view

3. If you would like to limit the scope of the search to your own dealings, adjust the Scope to My Contacts, if however you would like the scope to include the entire team select Executive Team. You can also limit the scope to a single team, by clicking Dan's Team (for example)

4. Open and adjust the field that you would like your search to show. For example, in Contacts if you would like the Custom View to show the results of a Search for a certain Type, only partners for example, Select Partner in the field Type

5. Once you are happy with your Custom View's search criteria, click Custom View, and then select Save Current View As
6. You will now be asked to name the custom view.
7. To view your latest Custom View, click Custom View in Contacts and select your latest addition

 

See Also:

Adding Users and Setting Security