Deals Board View for all usersSOLVE
Mar 13, 2020 8:13 AM
Hello All, really hoping you can help, already looked at all the 'solutions' within the community but not sure i have the right terminology to even start my search for answers!
I am trying to achieve getting the same Deals Table View for all users. I understand this is a place where people can bespoke the view to suit them but we want this the same for everyone in the team.
So to elaborate - click on sales - deals - and you have the option of 'board' or 'table' view, i am working in the 'board' view and i want this to be the same for everyone i.e. the same columns as i have in the same order i have them. Can anyone help me out here? Also what is this view called, i thought it was a dashboard but that doesn't seem right now, perhaps it is just called Deals Table?
Thanks in advance
Solved! Go to Solution.