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How to Create and Save a Custom View in the Sales List?

In this article, you will learn how to create and save a custom view in the sales list.

Written by David Arteaga


1. Starting from Your Sales List, Click on 'Manage Columns'

Starting from Your Sales/Jobs List, Click on 'Manage Columns'

2. Define What Would You Like to Show and to Freeze

Define What Would You Like to Show and to Freeze

3. Click on 'Save as view'

Click on 'Save as view'

4. Add a Name to This Saved View

Add a Name to This Saved View

5. Click on 'Save'

Click on 'Save'

6. Look for This Confirmation Message

Look for This Confirmation Message

7. See Your New Saved Layout

See Your New Saved Layout

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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