CRM View Setup
Configure and customize your CRM view for optimal data visibility and management.
View Name
*
Description of the View
CRM Module
*
Please Select
Leads
Contacts
Accounts
Opportunities
Cases
Deals
Other
Fields/Columns to Display
*
Name
Email
Phone
Status
Owner
Created Date
Modified Date
Other
Filter Criteria
Sorting Preferences
Please Select
Name (A-Z)
Name (Z-A)
Created Date (Newest First)
Created Date (Oldest First)
Status
Sharing Options
*
Private (Only me)
Public (All users)
Share with specific users/groups
If sharing with specific users/groups, please list them
Set as Default View?
*
Yes
No
Access Roles (Who can manage this view?)
Administrator
Manager
Sales Team
Support Team
Other
Additional Notes or Instructions
Create View
Should be Empty: