Video Tutorial
This article will guide you through the process of creating, saving, and exporting a new view. Step 1: Begin by filtering out the accounts.
Step 2: For instance, select ‘call’ and then click on ‘Apply’.
Step 3: After applying the filter, decide whether to save it as a new view or reset the filters on the right side.
Step 4: Proceed to save it as a new view.
Step 5: Name the new view, for example, ‘opportunities’.
Step 6: If you want this to be your default view, toggle the button.
Step 7: Save your settings.
Step 8: Once saved, you’ll see it added to the list of your books and all accounts in the top right corner.
Step 9: To export this view, click anywhere in the table.
Step 10: Right-click to see the ‘export’ option.
Step 11: Choose to export it as a CSV or an Excel file.
Step 12: If you no longer need this view,
Step 13: You have the option to delete it.
Step 14: Here’s how to delete the view.
That’s it! You’ve now learned how to create, save, and export a new view.
