Don't do double work!
🔥 Use what your org and colleagues have already built to decrease the lift on you!
When opening up the menu in Pipeline, you will find two sections:
👉 SHARED WITH ME - Views that were shared by colleagues or your organization.
👉 SALESFORCE - List views already built out in your SFDC
🔥 Not only can you view and make updates to records from these views, but you can also make these views your own and customize them to match the way YOU want to work!
SHARED WITH ME
Select the menu icon in Pipeline, next to the view's name.
Click on Shared With Me to see the different shared views available for you to inherit.
Decide which view you would like to make your own - click on them to preview them if you're exploring!
Once you find the desired view you'd like to make your own, click on the three dots [...] at the right of the view's name.
Select Duplicate view.
If you'd like to rename it, adjust it as desired!
🎉 This view is now yours and visible in your MY VIEWS section!
Start customizing this view! Learn more HERE. And don't worry - any changes you make only impact the view on your end!
❓ Why can't I see Deal Spotlights on a view that was shared with me?
→ 🚨 Deal spotlighting is available on paid Scratchpad licenses - learn more here! If you are on the free plan, you will be unable to see the Deal Spotlights on a view that was shared with you.
SALESFORCE
Select the menu icon in Pipeline, next to the view's name.
Click on SALESFORCE to see the different list views available to you.
🚨Please note, these are SFDC lists that have been created in Salesforce, not Reports
Decide which view you would like to make your own - click on them to preview them if you're exploring!
Once you find the desired view you'd like to make your own, click on the three dots [...] at the right of the view's name.
Select Duplicate view.
🚨If you receive an error message that view cannot be duplicated, it is because that list contains complex filtering that Scratchpad cannot currently support. You can still make any edits you wish on this view!
🎉 This view is now yours and visible in your MY VIEWS section! If you'd like to rename it, click on the three dots [...] at the right of the view's name.
Start customizing this view! Learn more HERE. Any changes you make only impact the view on your end, not in SFDC!
Book a Complimentary 1:1 with a member of our User Delight team today!
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Questions? Chat with us in the corner through WISH or email us at [email protected]
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