Views, filters and sorting
Make your own view of your deals with filters, sorting and only the columns you need. A view saves every change by itself.
What you will learn
- Create a view
- Views are the tabs at the top. Click the plus, pick a layout such as Table, and rename it with Edit view in its menu.
- Filters
- Pick a field and as many values as you like. With And a deal must match every filter; switch to Or and it only needs to match one.
- Sort and hide columns
- Sort from a column's menu, hide the columns you don't need and get them back under Columns. Deleting a view leaves your deals untouched.
Organize your data
5 lessonsApprox. 11 min
Your progress0%
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