Creating Default Views for your Active Leads and Opportunities

Creating Default Views for your Active Leads and Opportunities

To keep up to date with your active leads and opportunities, create the following default views.

Leads

• Ensure that the 'Lead - Status' is set to 'New' only.
• Ensure that the 'Lead - Assigned to' is set to the appropriate person by selecting from the available list of users.
• Select 'Save As' from the drop-down menu next to 'Save' > Name the view > select the 'Default' check-box.

Opportunity

• Ensure that the 'Opportunity - Status' is set to 'New' only.
• Ensure that the 'Opportunity - Assigned to' is set to the appropriate person by selecting from the available list of users.
• Select 'Save As' from the drop-down menu next to 'Save' > Name the view > select the 'Default' check-box.

Tip
You can use the Display column to add columns in and take columns out that you would like included in the view before you save the View