Duplicating filtered views, columns and column widths

aaron_eye5
aaron_eye5 Member Posts: 3 VERIFIED MEMBER
First Comment
edited April 8 in Sales CRM #1

hi there, we have found that a filtered views by sales person in the list view of the deal pipeline is a really great way for us to review both individually and with a larger group how people are doing. Our issue is that there doesn’t seem to be a way to copy what columns appear and the order and the width from one filter to another. We can manually go in and adjust them all but so far we are up to 8 people and expecting that number to go up, would be great if there was a way to copy that across filters easily.

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Answers

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 208 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 25 Up Votes 5 Answers

    @aaron_eye5 I suggest "sharing" one filter among the team. that way, it'll be one filter for the whole team. You can also use the condition of deal owner is "current user" to make one filter show each user their own deals / companies / contacts.