How to create my Open Deals View?
The default list view (All Deals) displays all the deals under various stages. You can also create Open Deals view and make it your default view from the Create View. Follow these steps:
Step 1: While creating the Open Deals View, specify the criteria as Stage doesn't contain Closed Won.
Step 2: Click Save.
Now the "Open Deals" view becomes your default view.
For more information, see Managing List View.
Step 1: While creating the Open Deals View, specify the criteria as Stage doesn't contain Closed Won.
Step 2: Click Save.
Now the "Open Deals" view becomes your default view.
For more information, see Managing List View.
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