Getting Started
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Advanced
Stay organized with Saved Views
Save views of your DropResponder dashboards.
Use saved views to save cuts of data, such as:
- In progress deals
- Deals you might lose if you don't contact soon
- Anything you'd like!
Table of Contents
Add a header to begin generating the table of contents
Creating a Saved View
- Type and select what information you want to save by using the 'Search Entries', 'Group Entries By', and 'Sort Entries' -
- Drop down the 'Saved Views' option
- Click "Create New View"
Your saved views are now available in the left sidebar for quick access.
Renaming a Saved View
- Select the three dots next to your saved view.
- Click "Rename View"
Deleting a Saved View
- Select the three dots next to your saved view.
- Click "Delete View"
