You can use multiple filters to refine your account lists, save them as custom views and share them with your team.
To create a custom view,
Go to the Accounts module and click on ⌘ O icon in the new enhanced SPARK UI. This will provide the shortcuts to display and create new views.
Alternatively, you can choose an existing view and create a new view by adding additional filters under the Filters section and save it as a new view.
Select the Add new view option to create a new view and add the required filter options to narrow your list of accounts. To add more filters click the Add filter in the Filters section. Click Apply after adding the filters.
To save your filter criteria as a new view, click on Save view a the bottom of the Filters section.
In the Save as overlay that pops up, enter a name for your view and also choose the visibility. Visibility can be set as:
Just me
Everyone (choose view/view and edit permissions)
Selected users, teams and territories (choose the respective record/s along with view/view and edit permissions)
You can find your newly created view as a new tab
To rename a custom view,
Select a custom view from the accounts module.
Click the dropdown icon and select the Rename view option.
Under the Edit view overlay, you can rename and change the visibility of the view.
To delete a custom view,
- Select a custom view from the accounts module.
- Click the dropdown icon and select the Delete view option.
- In the confirmation dialog box that appears, click Yes.
