How to Share Your Views With Your Team in eWay-CRM

Published 21. 2. 2023

DID YOU KNOW... can share custom views of your data with others in your company? It's a great solution when a sales director adds new columns to the deals list, sets filters, or conditional formatting to better visually organize the data.

There's nothing easier than saving a view of a predefined deals report and making it available to other sales reps so they don't have to redo everything from scratch. See how to do it:

  1. Once you have set up a custom view on the deals (or a grid in another eWay-CRM module), click the Views button on the right side of the screen.
  2. Next, click Save View in the menu.
  3. Type a name for the new view, check Share With All Users, and click OK.
  4. Now, you can then find the new view under the Views button.

For more advanced tips, go to our Knowledge Base.


Be effective! With eWay-CRM.