Overview

In our continuous efforts to enhance the user experience within the Opportunity module, we acknowledge the existing challenges users face in creating, saving, and sharing views seamlessly. The Opportunity Saved View is designed to streamline user workflows, allowing for the effortless creation, saving, and sharing of tailored views within the Opportunity module.

Pre-requisites

• The Opportunity should be enabled at the account and user level. 

Step by Step Instructions

The "Save View" icon appears on the Opportunity List.

• The user can apply the filters based on their preferences and use-cases.
• The user needs to click on the "Save view" icon, a pop-up would appear asking for Name of the view, sharing, set default view details. 
  
  
  
  
• The user needs to click on "Save" to save the view. 
• The saved view would appear as a tab in the Opportunity List. 
  
  
  
  
• The user can edit the name of the saved view, share view, and delete the view by hovering and clicking on the three dots that appear on the saved view tab.
  
• The user can click on the plus icon  to re-shuffle their saved views. 
  

Benefits

• Workflow Optimization: Users can efficiently manage opportunities with a personalized workspace that aligns with their unique workflows.
• Efficiency Enhancement: The Opportunity Save View feature significantly enhances efficiency by allowing users to focus on the most relevant information.
  
• Effortless View Creation: Users can now effortlessly create custom views tailored to their specific needs within the Opportunity module.
• Seamless View Sharing: The Opportunity Save View feature facilitates easy sharing of customized views among users.

FAQs

• How do I access the Opportunity Save View feature?
  The feature is accessible in the Opportunity module, inside the Opportunity List.
  
  
• Can I share my customized views with colleagues?
  Yes, the Opportunity Save View feature allows for seamless sharing of tailored views among users.
  
  
• Will this feature impact existing views in the Opportunity module?
  No, existing views will remain unaffected. The Opportunity Save View feature adds flexibility without disrupting current setups. The user can check their default view at the left side of the tabs.

 Conclusion

The Opportunity Saved View feature simplifies how you manage and navigate opportunities by enabling you to create, customize, and share views effortlessly. It enhances workflow efficiency, offers personalization, and promotes collaboration—all without impacting your existing setup.