Working with Saved Views

Creating a Saved View

The procedure for creating a saved view is the same in both the Funnel Filter and the Opportunity Filter dialog boxes.

To create a saved view:

  1. Click in the Funnel Filter or Opportunity Filter box in the Sales Process Funnel. The applicable panel opens.

  2. Click Reset.

  3. Type a name for the view in the blank text box above the Reset, Store, and Remove buttons.

Fig. 79, Name field for Saved view

  1. Set the desired view criteria.

  2. Click Store. The view name appears in the Saved View list.

Using a Saved View

You can easily switch between saved views to change the opportunity set displayed in the funnel. The saved view you were last using when you exited Sales Process FunnelTM is used for the initial display the next time you open the tool.

To use a saved view:

  1. Click in the Funnel Filter or Opportunity Filter box. The applicable panel opens.

  2. Click the desired saved view to select it.  When you click on a view, it appears highlighted in the Saved Views list and the view name appears in the text box as in the following example:

Fig. 79a, Saved views

NOTE:  If you cannot see the desired view in the Saved Views list, use the scroll bar.

  1. Click APPLY.

Deleting a Saved View

You can remove saved views that you no longer wish to use.

To delete a saved view:

  1. Click in the Funnel Filter or Opportunity Filter box. The applicable panel opens.
  2. Click the desired saved view to select it. When you click on a view, it appears highlighted in the Saved Views list and the view name appears in the text box as in the following example:

Fig. 79b, Saved view highlight to delete

NOTE:  If you cannot see the desired view in the Saved Views list, use the scroll bar.

3.  Click Remove. A message box appears asking you to confirm the deletion.

Do one of the following:

  • To remove the saved view, click OK. The view is removed from the Saved Views list.
  • To keep the saved view, click Cancel. The view remains in the Saved Views list.

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