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How do I create my views in opportunities app?

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Updated on July 24, 2023 11:56PM by Admin

Opportunities app from Apptivo helps you to track and manage all the sales opportunities. Customization is the one the prime functionality of the Apptivo’s CRM Apps. It allows you to customize the apps as per your business functionality. You can customize the views like filters to show particular information based on certain criteria.

Steps to Follow

  • Login and access the Opportunities App from the Universal Menu.
  • Click on the More(...) icon and select the settings.
Settings
  • In the Settings, click on the Customize App and select the Views.
Customize App
  • In the Views page, click on the create button.
View Page
  • In the Create view, add the Title and the Description.
Create view
  • You can set the privileges access by selecting the Privilege Dropdown.
  • Select the required list from the List Layout Dropdown.
List Layout
  • With the Display Toggle, you can make the custom view enable/ disable.
Display
  • In the Criteria section, select the attribute in the insert attribute dropdown and set the criteria with the operators and the values of the related attributes.
  • Here, the custom view is with the Sales Stage and the value is Closed won.
Criteria
  • After setting the criteria, click on the create button.
Create Button
  • Custom View will get created and will be displayed on the list.
View Created
  • Now, go to the Opportunities home page, you can view the created custom view under the Shared view.
Home Page

HOW TO DELETE CUSTOM VIEWS IN OPPORTUNITIES APP?

  • To delete the view, click on More→ Settings from the App Header Bar.
  • The User will be directed to the Settings Page. Click on “Customize App → Views” from the Left Navigation Panel.
  • One can see the list of custom views along with the delete icon on the action column.
  • The user can click on the “Delete” icon to delete the custom view which is no longer needed.opp
  • Upon successful deletion, a confirmation alert will be displayed.

Note:

  • If the custom view is deleted, it will be removed for all the users.
  • If the view is associated with the Scheduled report or default view or both, the user needs to remove the association in order to proceed with the deletion of that corresponding view.