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Custom Saved Views

We recommend creating customized views for the deals your practice is a part of, combining instances where your practice is tagged as the primary or secondary practice, and for deals that you own.

  1. Navigate to Deals.  
  2. Click the plus icon loaded at the top right, next to the tabs of other views and click Create new view.   

  3. Select the format you would like your view to be in.  



    Table:
     
    Board (recommended):
  4.  Enter a name for the view. 
    - (Example)  For deals you own:[Your Name]'s Deals 
    - (Example)  For deals your agency/team owns or contributes to: [Agency/Practice] [Vertical] Deals  (e.g., Cities Public Affairs Deals)
  5. Click the check mark to save the name.


    *To change the name after you’ve clicked the check mark, double click the text and then click on the check mark.

  6. Click Advanced Filters.
     
    1. Click + Add Filter  and select the filters you want to apply.

    For deals you own: Type in "Deal Owner" and select yourself.

     

    For deals your practice is a part of: Type in "Primary Agency" and "Secondary Agency and select your agency.

     
  7. Click Save.