Using Views in the Opportunity Manager

The information displayed in the Opportunity Manager can be customized to suit your needs.

You can save this information in individual viewable displays—or views, for short.

This article will detail how to use views in the Opportunity Manager.

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Article Contents

• Creating Views
• Swapping Views
• Selecting Columns
• Rearranging Columns 
• Editing Views
• Deleting Views
• Setting Default Views

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers
Sales Managers	✓
Salespersons	✓
Jr. Salespersons

Creating Views

While the Opportunity Manager comes with a default view and displays information relevant to important system fields, you may find that you want a different view that contains different information. You can create views that cater to your information needs.

To create a view, start from the Sales > Opportunity Manager in the left toolbar.

1. Click + Create View.
   
   

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2. Enter a name for the view in the Name this view field.
3. Optionally, click the Make this my default view checkbox.
4. Click Save.
   
   

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Swapping Views

You can swap between the default view and created views at any time.

To swap between views, start from the Sales > Opportunity Manager in the left toolbar.

1. Click the    View drop-down menu.
2. Select the desired view.
   
   

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Selecting Columns

Information in views is displayed in individual columns. The information in these columns comes from available fields, including custom fields. You can choose to display certain columns—or remove them from a view—as you see fit.

To select which columns to display in a view, start from the Sales > Opportunity Manager in the left toolbar.

1. Click the    View drop-down menu.
2. Select the desired view.
   
   

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3. Click    Manage Columns.
   
   

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4. Select or deselect the checkbox next to the desired field. Repeat as necessary.
   
   

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   Note: Information can only be sorted by one column at a time. To sort multiple columns of information at once, we recommend exporting a list of leads.
5. Click outside the Manage Columns menu to close it, then click Save.
   
   
   Important: The Account columns are present in all views and cannot be removed.
6. Select either of the following options:
   
   

   	Setting		Description
   	Create New		Saves this view as a new view.
   	Overwrite		Overwrites the existing view.

   Note: You can select any number of fields. Be aware that you will need to scroll right to view columns that appear offscreen.
   
   

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Regarding Leads and Opportunities Columns

The Leads and Opportunities columns display information in a slightly different manner than the other columns.

These columns will display the most recently updated contact or opportunity will be listed in the column. Other associated contacts or opportunities will be attached as a number. 

You can click on any of the contacts or opportunities in the columns. You will be redirected to the contact or opportunity in a new browser tab.

Rearranging Columns

You can rearrange how columns are displayed in views. This is done by dragging and dropping the columns in the order that you choose.

To rearrange columns, start from the Sales > Opportunity Manager in the left toolbar.

1. Click the    View drop-down menu.
2. Select the desired view.
   
   

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3. Click the desired column and drag the column to the desired position. Repeat as necessary.
   
   

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4. Click Save.
5. Select either of the following options:
   
   

   	Setting		Description
   	Create New		Saves this view as a new view.
   	Overwrite		Overwrites the existing view.

   
   

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Editing Views

You can edit basic view information at any time.

To edit basic view information, start from the Sales > Opportunity Manager in the left toolbar.

1. Click the    View drop-down menu.
2. Hover over the desired view and click    Edit.
   
   

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3. Enter a new name for the view in the Name this view field.
4. Optionally, click the Make this my default view checkbox.
5. Click Save.
   
   

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Deleting Views

You can delete views you no longer need at any time.

To delete views, start from Sales > Opportunity Manager in the left toolbar.

1. Click the    View drop-down menu.
2. Hover over the desired view and click    Edit.
   
   

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3. Click Delete View.
   
   

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Setting Default Views

You can set a specific view to load when you open the Opportunity Manager.

To set a specific view as the default view, start from the Sales > Opportunity Manager in the left toolbar.

1. Click the    View drop-down menu.
2. Hover over the desired view and click    Make this your default view.
   
   

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