AscendixRE Admin Guide

How an Admin can Create Global Views

Tagged with: Configuration

To create global views:

  • 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.

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