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New Idea

Save Columns in Contacts, Accounts and Deals Views

Related products:Freshsales
  • October 29, 2023
  • 0 replies
  • 17 views

stevemc
Active Contributor
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It would be very useful to save columns along with the Filters in a freshsales view?  Many views are most useful if they include a set of columns.  For instance:

  • active deals - Use this to review with the team active deals and next steps. you want to see columns such as summary, recent notes, poc status, deal value, deal close date, etc
  • active deployments - Use this to review existing customers.  You want to see columns such as # units old, industry, etc.

It takes a while to set up columns.  When you send a view to users, you want them to see and possibly edit specific columns.  Not being able to save the columns long with that view often means they are not seeing the data you want them to see.