How Users Can Create List Views

    Learn how to create a list view in AscendixRE

    To create personal 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 your view (example: Deals Est. Close this Quarter)
    • Add filters (example: Est. Close Date = This Quarter)
    • You can add 1 or more filters to get a finite view of your data

    Also, please see the following video: How to Create Your Own View.