Editing a custom view

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

To edit a custom view, perform the following steps.

1. At the top-left of the page, click Portfolio.

2. On the Portfolio page, at the top-left of the Portfolio grid, click SAVED VIEWS.

3. On the View panel, hover over the custom view and click Edit .

Custon view options

4. On the Edit saved view dialog box, in the View Name field, update the View Name.

5. Click Save Changes.

The SAVED VIEW displays the updated View Name.