Setting a custom view to default

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

To set a custom views as the default, perform the following steps.

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

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

3. On the View panel, hover over the custom view and click Set as Default .

Custon view options

The selected view is set as default.

Custom view set as Default

Note: After setting a custom view as default, you cannot delete this view. To delete a default view, you have to set it back to a custom or saved view.