Adding a custom view to favorites

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

To add a custom view to favorites, 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 Favorite .

Custon view options

The view is added under Favorites.

4. Click SAVED VIEW.

The View panel is displayed with the following sections:

  • FAVORITES which Includes the view that is added to Favorites

  • MY VIEWS which Includes the custom views that are not added to Favorites.

View Panel with two sections