CRM

RSummers8
Member

Deal List Default settings

SOLVE

Hi, is it possible to set a Deals List in Close Date order by default rather than having to always click rearrange the date order each time I view? Thanks in advance

RSummers8_0-1709128475448.png

 

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1 Accepted solution
BérangèreL
Solution
Community Manager
Community Manager

Deal List Default settings

SOLVE

Hi @RSummers8, I hope that you are well!

I understand that you'd like to see the deals sorted by "Close date" by default each time you check on the deals. Please let me know if that's not the case.

To do that, you'll need to create a saved view (here are the steps for that), see screenshot below, then sort by the close date and then save.
Then, each time you'll look at the saved view, the deals will be sorted out by Close date.



I hope this helps! Let me know if you have any questions, I'd be happy to help!

Have a lovely day!

Best,
Bérangère


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5 Replies 5
RSummers8
Member

Deal List Default settings

SOLVE

That's perfect, thanks so much for

your guidance! Much appreciated 

BérangèreL
Community Manager
Community Manager

Deal List Default settings

SOLVE

Hi @RSummers8,

My pleasure! I am glad that it helped!

Have a brilliant day!

Best,
Bérangère


Saviez-vous que la Communauté est disponible en Français ?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

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Join regional conversations by changing your language settings!


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RSummers8
Member

Deal List Default settings

SOLVE

Hi Pam,

Thanks so much for your reply. I am having difficulty finding the option related to sorting or arranging the Deals List. Is it possible to direct me to it's location?

Many thanks

Ruth 

0 Upvotes
BérangèreL
Solution
Community Manager
Community Manager

Deal List Default settings

SOLVE

Hi @RSummers8, I hope that you are well!

I understand that you'd like to see the deals sorted by "Close date" by default each time you check on the deals. Please let me know if that's not the case.

To do that, you'll need to create a saved view (here are the steps for that), see screenshot below, then sort by the close date and then save.
Then, each time you'll look at the saved view, the deals will be sorted out by Close date.



I hope this helps! Let me know if you have any questions, I'd be happy to help!

Have a lovely day!

Best,
Bérangère


Saviez-vous que la Communauté est disponible en Français ?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings!


0 Upvotes
PamCotton
Community Manager
Community Manager

Deal List Default settings

SOLVE

Hey @RSummers8, thank you for posting in our Community!

 

Yes, it's possible to set the Deals List in Close Date order by default. 

 

Here's how you can do it:

  1. Navigate to the settings or preferences section of your account.
  2. Look for the option related to sorting or arranging the Deals List.
  3. Select 'Close Date' as the default sorting option.

By following these steps, the Deals List will be automatically arranged by Close Date every time you view it, saving you the trouble of manually rearranging it each time.

 

I hope this helps,

 

Pam

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