Static Views and Dynamic Views can be added to View Groups to help organize views in the sidebar of the Deals tab.
Static and Dynamic Views organize individual deals into lists. These Static and Dynamic Views can then be added to Groups to categorize and organize the sidebar of the Deals Tab and manage like-views together.
📑 Learn To:
💡 Things to Consider
Groups can hold only static views, only dynamic views, or a combination of the two.
Groups cannot be created within other groups.
⚙️ Steps
Add a View Group
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Select the Company Level Deals tool, then select Settings.
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Select "+Create Group".
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Enter a name for the group.
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Select Save.
Rename a View Group
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Select the Company Level Deals tool, then select Settings.
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Navigate to the View Group using the carat next to the group name to access the dropdown list.
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Select the ⁝ icon from the left of the Group name.
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Rename the Group, then select save to apply the changes.
Reorder View Groups
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Select the Company Level Deals tool, then select Settings.
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Select "Reorder Groups"
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Drag and drop the group names to reorder.
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Select save to apply the changes
Delete a View Group
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Select the Company Level Deals tool, then select Settings.
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Navigate to the View Group using the carat next to the group name to access the dropdown list.
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Select the ⁝ icon from the left of the Group name.
