How Can I Create Custom Lists On The Deals Section?

In UPilot CRM, you have the flexibility to create your own custom lists for all sections, including the deals, with the filters that you want by saving them as a view.

A custom list acts as a quick way to save your filters and quickly get to the information you are looking for on a regular basis. This can include checking only the deals closing in a specific quarter, by a specific Business Unit, or even by a custom field you have!

Once created, you can also mark any view you’ve created as a default. This default view is the one that would load first when you refresh UPilot.

Creating a Custom List

You can create your custom list in the following manner:

  1. Go to the ‘Deals section
  2. Click on the ‘+ filters‘ icon on the top – right side of the screen
  3. Select the required filters for which you want the saved view
  4. Click on the ‘Save this view’ that appears in the top-centre of your screen below the UPilot logo
  5. Enter how you want your view to be named; For example, Deals closing this Qrt
  6. Click ‘Save view
  • Your custom view has been saved

Accessing a saved view

To go to a view that you have already created, you can do so by:

  1. Going to the ‘Deals Section
  2. Click on the name of the current view located just below the UPilot logo in the top centre of the screen
  3. Click on the view you would like to see
  • Your selected view is now displayed

Changing the default view

Deals select default custom view

You can mark any view as default, and this will be the view that loads when you log in to your account. To mark a view as default:

  1. Go to the ‘Deals Section
  2. Click on ‘+ filters‘ icon on the top-right side of the screen to open the filter list
  3. Click on the ‘down arrow‘ to see the list of saved views
  4. Click on the edit icon that appears when you hover over the view name
  5. In the edit popup, check ‘Make this my default view
  6. Click ‘Save
  • Your default view has been changed

Pro Tip: 
Along with the filters, the new views also saves the columns you have enabled! This can help you see your data with different columns in different views!


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