How do I create my views in opportunities app?

Updated on April 17, 2020 04:49AM by Admin

Opportunities app from Apptivo helps you to track and manage all the sales opportunities. Customization is the one the prime functionality of the Apptivo’s CRM Apps. It allows you to customize the apps as per your business functionality. You can customize the views like filters to show particular information based on certain criteria.

Let's consider, Miss. Sarah Castro is the sales manager and she wants to submit the report on successful sales opportunities for her team. This is the report she needs to submit at the end of every month. In this case, she can create a custom view for the opportunity of the team with the opportunity status closed-won. So, whenever the opportunity status changed to the closed-won she can go directly to the custom view and export to the report.

Steps to Follow

  • Login and access the Opportunities App from the Universal Menu.
  • Click on the More(...) icon and select the settings.
Settings
  • In the Settings, click on the Customize App and select the Views.
Customize App
  • In the Views page, click on the create button.
View Page
  • In the Create view, add the Title and the Description.
Create view
  • You can set the privileges access by selecting the Privilege Dropdown.
  • Select the required list from the List Layout Dropdown.
List Layout
  • With the Display Toggle, you can make the custom view enable/ disable.
Display
  • In the Criteria section, select the attribute in the insert attribute dropdown and set the criteria with the operators and the values of the related attributes.
  • Here, the custom view is with the Sales Stage and the value is Closed won.
Criteria
  • After setting the criteria, click on the create button.
Create Button
  • Custom View will get created and will be displayed on the list.
View Created
  • Now, go to the Opportunities home page, you can view the created custom view under the Shared view.
Home Page