Managing Saved views

Managing Saved views allow you to create a custom view based on the current view or default view available in the Built application. Also, you can configure columns and filters on the Portfolio grid, edit and delete a custom view, set the view to the default stage, and add the view to their favorites.

Note: Ensure that full access is provided to the Portfolio page and Deal Creation permissions.

This topic includes the following sections.

• Configuring columns and filters on the Portfolio page

• Creating a custom view

• Setting a custom view to default

• Editing a custom view

• Adding a custom view to favorites

• Deleting a custom view