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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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
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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, do the following:
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Swapping Views
You can swap between the default view and created views at any time. To swap between views, do the following:
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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, do the following:
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Important: The Account columns are present in all views and cannot be removed.
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Setting | Description | |||
Create New | Saves this view as a new view. | |||
Overwrite | Overwrites the existing view. | |||
You can select any number of fields. Be aware that you will need to scroll right to view columns that appear offscreen. |
Regarding Leads and Opportunities Columns
The Leads and Opportunities columns display information in a slightly different manner than 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. |
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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, do the following:
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Setting | Description | |||
Create New | Saves this view as a new view. | |||
Overwrite | Overwrites the existing view. | |||
Editing Views
You can edit basic view information at any time. To edit basic view information, do the following:
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Deleting Views
You can delete views you no longer need at any time. To delete views, do the following:
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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, do the following:
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