CloudLink Ideas Portal

Selecting & Saving Views for Opportunities

Sales Rep and Manager have asked if certain stages of opportunities (or other checked boxes) could be 'unchecked' from the attached screenshot and the remaining stages 'saved' so that next time the rep comes to this screen, he won't have to uncheck and filter each and every time.


  • Shari Graham
  • Jul 14 2022
  • Needs more votes
  • Attach files


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