How do I find views shared by others in opportunities app?

Updated on November 14, 2017 03:36AM by Admin

Shared views are the views shared by the team members working together. In order to access "Shared Views" menu in Opportunities App home dashboard, you need to configure “Views” settings. 

If you are given the privilege for shared views you can view the list of all shared views. Go through the following steps to understand better.

Steps to View Shared Views

  1. Log in and access Opportunities App from your universal navigation menu bar.
  2. Select "Lists" drop down. Click on “Shared Views” from left navigation panel.
    Shared Views 
  3. The menu will expand to show a list of all shared views (of your Employees)
  4. You can view opportunities in the dashboard.
    Default View Page
  5. You can also  “Edit” or “Delete”  shared views by clicking on the "More" option, if needed.

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