Editing or deleting saved views

Learn how to duplicate, delete, or edit your saved views:

• Go to your saved view by mousing over “CRM” and selecting the appropriate option.
• Select the saved view along the top of the page.
• Click on the three vertical dots to the right of the saved view name. Then select the appropriate option:
  
  • Edit: Use this option to edit the existing saved view.
  • Duplicate: Use this option to create a second saved view with the exact same filters. Once duplicated, the new view can be edited.
  • Delete: Use this option to completely delete a saved view.
• Select “Save this view” after editing or duplicating a view, or “Yes, delete view” to confirm a deletion.
• Need to add a brand new view? Learn more here.