Opportunity List Views
- Siraya Bell
Helps designers to get a list comparable to the “tree” in Dashboard that allows them to sort their customers in various ways.
There are several ways to access your pendings and current clients for quick updating. Your designer home page has some of this capability built into it but you may see value in having a docked list that you can work through. Here is how:
Go to Opportunities in the Main Menu
Click the drop down labeled "Recently viewed"
Select "My Opportunities - Pending" (shows all pendings) OR "My Opportunities 120 days" (shows all opportunities reg of status for previous 4 months)
Click the thumbtack to pin whichever view you prefer to be your default but you can always navigate to any of the options in the drop down. You can only have 1 pinned view at a time
NOTE: You can change the view to “Split view” and this will dock the view on the left side of your screen as you work through the list.
