How To Create List Views

    Learn how to create list views in AscendixRE

    To create a list view:

    • Select the Tab (i.e. Deals)
    • Select the existing view that most matches what you need (example, Open Deals)
    • Click on the Gear icon
    • Clone
    • Re-name the view (example: Deals Est. Close this Quarter)
    • Select the radio button “Share that view with all users”
    • Add filter(s) (example: Est. Close Date = This Quarter)
    • Save

    Tip: You can add 1 or more filters to get a finite view of your data.