Why use saved views

Pipeline page views can be created so that the application only loads the required dataset to the users local device, therefore optimising the subsequent loading performance of the page.

Using saved views, also hides irrelevant data from the user's screen.

How to create a view

  1. Go to the Pipeline page
  2. Select the drop-down list (by default marked "All Deals") in the top-left of the menu bar.
  3. Then select "Create view"
  4. In the window that appears, users can deselect unnecessary Pipelines, Stages or Owners from their chosen view. Unselected options will not be loaded the Pipeline grid and will therefore reduce the required processing power.
  5. Finally the view needs to be named before selecting Save
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