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Customize Your Deals Dashboard

There are three standardized saved views that might interest you - deals you own, deals where you've been assigned as a sales team member, and deals where you are the Coordinator.

  1. Click CRM > Deals.

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  2. Toggle to view your deals as a list.

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  3. To access the standard views, click +Add View on the deals dashboard.

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  4. Click Deal owner view or Deal team view under the Admin Promoted column. Use the search bar to locate the Coordinator view.

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  5. The chosen saved view tab will now appear on your deals dashboard.

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