Filters can be used to manage the data required in the List to be available which can be further saved to be used in future references - Learn More about Smart Filters.
Manage Custom Views
If you use similar filtered records frequently, you can quickly create a View for future usage, Once you filter any of the records and would like to refer to this filtered list time and again you can save it as a view.
- Set the filter criteria
- Give it a Name & Save
Note: You can create the custom view for yourself or share it with others in your organization by using the Share this view option.
These views can be private or shared among all users. Select checkmark Box to Share views with teammates.
Find customized views under My Views and your Teammates can view them under Shared views.
Mark View as - FAVOURITES
Sometimes there are various views created by you and your teammates and shared along which makes the view list long and hard to identify the required view instantly.
To eliminate the effort Salesmate has come up with Favourites View
So in case if you have a filtered view which you use consistently, you can add it to your favorite list in order to make it easy to locate.
- To Favourite, a filtered View click open the Custom View Section
- Click on the STAR ⭐️ icon next to the name of any saved filtered view
- Once marked as Favorites, a starred filter can easily be found under the FAVORITES TAB of the Custom View dropdown, for your convenience.