Salesmate enables users to pin their favorite views and add multiple views as tabs, providing convenient switching between different views for enhanced productivity and customization. You can pin both the default views and any custom views you've created.
How to Pin the Views
To Pin the Views,
- Navigate to any module(Contact/ Company/ Activities/ Deal/ Custom Module) from the left sidebar
- You will be directed to the List View
- Head to the More Views option
- Hover on the View, a Pin icon will appear
- Clicking on the "Pin" option will add the view as another tab
- If you click on the view without pinning it, the view will be opened as a temporary view, providing a quick look without permanently adding it as a tab.
- This view will appear with a yellow triangle warning next to the view title
How to Unpin The Views
To Unpin the Views,
- Click on the three dots next to the View title
- Select the "Unpin" option to remove the view from the pinned tabs.
- You can also Clone, Rename, or Delete the Views from here