Opportunity view settings allow you to customize how you view opportunities, including filter options and sharing access. These settings help manage the display of opportunities based on criteria, making it easier to sort, track, and collaborate on them.
View Setting
➡️ Navigate to your Profile Icon > Settings > Opportunities > Opportunity Views > View
Adding a New Opportunity View
➡️ Click Add New Opportunity View > Complete the setup wizard
Setup wizard
The creation process appears as a step-by-step wizard on the left of your screen. A progress bar tracks each step, starting with Step 1. Click "Continue" to save and proceed, or "Back" to review previous steps. Complete each step fully to move forward.
Step 1: Basic Details
View Name: The name displayed on the Opportunity tab; must be unique.
View Icon: Choose an icon to display on the Opportunity tab.
Select Icon: Choose from stock icons.
Uploaded Icon: Upload a custom icon.
Supported Types: .ico, .png, .svg
Max File Size: 250KB
Dimensions: 30x30 pixels
Step 2: Sharing Options
Shared With:
Users: Select specific usernames.
Roles: Share based on user role level.
Everyone: Make available to all users.
Who Has Access:
Can View: Users can view, but not edit, filters.
Can View & Edit: Users can view and edit filters in the Opportunity tab.
Step 3: Filters
Set Predefined Filters
Define conditions to display Opportunities based on specific criteria.
Example: Selecting "Has proposal" will display opportunities based on whether they include a proposal:
Sub-filter "Yes" displays opportunities with a proposal.
Sub-filter "No" displays opportunities without a proposal.
Adding Conditions
You must have at least one condition and can add up to 13 conditions per filter.
Ensure all sub-filters are configured for each condition.
Saving the Filter
Once configured, click Save to apply the filter.
Delete: Remove conditions if no longer needed.
Saving the Opportunity View
Once all steps are complete, click "Submit" to save your Opportunity view. This view will be available in the Opportunity tab.
Managing Opportunity Views
Editing an Opportunity View
➡️ Click Edit > Amend > Click Save
Deleting an Opportunity View
➡️ Click Delete > Type "Delete" > Click Delete