How do I Configure Custom Left Panel Views in Opportunities app?

Updated on October 29, 2017 10:59PM by Admin

Custom views allows you to create new views. This done by defining the required criteria. The custom views created by the user will be listed in the left panel views of Opportunities App. Go through the following steps to understand better.

Steps to Create Custom Views

  1. Login and access Opportunities App from universal navigation menu bar.
  2. Navigate to “More” icon and select “Settings” from app header bar.
    settings
  3. Click on “Customize App” drop down and click on “+” icon beside the “Views”.
    views
  4. Increate view page, do the following:
    • Title - Provide the title of the view.
    • Description - Description about the View.
    • Privilege - Privilege to the users.
    • List Layout - Select the list layout for custom view.
    • Criteria - Specify criteria to filter the record.
  5. Click on “Create” to complete.
  6. In opportunities dashboard, you can view the created views as shown in below:
    create_view