How to Share Your Views With Your Team in eWay-CRMTips
Published 21. 2. 2023
DID YOU KNOW...
...you 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:
- 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.
- Next, click Save View in the menu.
- Type a name for the new view, check Share With All Users, and click OK.
- 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.