How to organize your opportunity and task lists?

Views allow you to save a specific organization of your lists and easily reuse it. They are available for both opportunities and tasks.

Please note: views work the same way for opportunities and tasks, but they are independent. A view created for opportunities will not be available for tasks.

To create a new view, click on the Table section (1), then on Configure columns (2). The multi-select on the right allows you to access an existing view by selecting it from the list.

Create a new view in 4 steps:

• (1) Enter the name of your new view in the dedicated field

• (2) Select the columns you want to include in this view

• (3) Arrange the columns by dragging and dropping them in the desired order

• (4) Click Save

To edit an existing view, follow the same process by selecting the desired view from the multi-select.