AscendixRE User Guide

How Users can Create their own Custom Views

Tagged with: Configuration

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 the Own View.

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